Visionary Wealth Advisors (CSPI) reports passive 7.7% ownership stake in CSP Inc.

Rhea-AI Filing Summary

Visionary Wealth Advisors, LLC filed a Schedule 13G reporting a sizable passive ownership stake in CSP Inc. common stock. The firm reports beneficial ownership of 764,888 shares, representing 7.7% of the outstanding common stock as of the event date.

Visionary Wealth Advisors has sole voting power over 12,000 shares and shared dispositive power over 764,888 shares, with no shared voting power and no sole dispositive power. The filer certifies the shares were acquired and are held in the ordinary course of business, without the purpose or effect of changing or influencing control of CSP Inc.

Insights

Equity ownership and governance analyst

Visionary Wealth Advisors reports a passive 7.7% stake in CSP Inc.

Visionary Wealth Advisors, LLC discloses beneficial ownership of 764,888 CSP Inc. common shares, or 7.7% of the class. This crosses the 5% threshold that requires public reporting under beneficial ownership rules and indicates a meaningful institutional position.

The filing shows sole voting power over 12,000 shares but shared dispositive power over the full 764,888 shares, suggesting the adviser influences how the position is managed but does not control most voting rights. It is structured as a Schedule 13G, used for passive investors.

The filer explicitly certifies that the position is held in the ordinary course of business and not to change or influence control. Future ownership updates, if any, would typically appear in later beneficial ownership reports or company filings.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

CSP INC /MA/

(Name of Issuer)

Common Stock

(Title of Class of Securities)

126389105

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 126389105

1

Names of Reporting Persons

Visionary Wealth Advisors

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 12,000.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 764,888.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

764,888.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.7 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: CSP INC /MA/
(b)	Address of issuer's principal executive offices: 175 CABOT STREET, SUITE 210, LOWELL, MASSACHUSETTS, 01854
Item 2.
(a)	Name of person filing: Visionary Wealth Advisors, LLC
(b)	Address or principal business office or, if none, residence: 1405 N Green Mount Rd Ste. 500 O'Fallon, IL 62269
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 126389105
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 764888
(b)	Percent of class: 7.7 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 12000
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 764888
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Visionary Wealth Advisors

Signature:	Ryan Barke
Name/Title:	Chief Compliance Officer
Date:	12/31/2025

FAQ

What ownership stake in CSP Inc. (CSPI) does Visionary Wealth Advisors report?

Visionary Wealth Advisors reports beneficial ownership of 764,888 shares of CSP Inc. common stock, representing 7.7% of the class. This level of ownership exceeds the 5% threshold that triggers public disclosure under Schedule 13G beneficial ownership reporting rules.

Is Visionary Wealth Advisors’ stake in CSPI reported as passive or active?

The stake is reported on Schedule 13G, which is used for passive ownership. Visionary Wealth Advisors certifies the shares were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control of CSP Inc.

How much voting power over CSPI shares does Visionary Wealth Advisors have?

Visionary Wealth Advisors reports sole voting power over 12,000 shares of CSP Inc. common stock and no shared voting power. This means only a small portion of its reported beneficial ownership carries direct voting authority from the adviser’s perspective.

What dispositive power over CSPI shares does Visionary Wealth Advisors report?

The filing shows shared dispositive power over 764,888 shares and no sole dispositive power. Dispositive power refers to the authority to dispose of or direct the disposition of the shares, indicating shared decision-making over the full reported position.

Why did Visionary Wealth Advisors have to file a Schedule 13G for CSPI?

A Schedule 13G is required when an investor beneficially owns more than 5% of a registered class of equity securities and qualifies for passive reporting. Visionary Wealth Advisors reported owning 7.7% of CSP Inc. common stock, triggering this beneficial ownership disclosure.

When is the reported ownership in CSPI by Visionary Wealth Advisors measured?

The Schedule 13G identifies the date of the event requiring the filing as December 31, 2025. The reported beneficial ownership percentages and share counts are tied to that event date for CSP Inc.’s common stock.