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Visionary Asset Management, Inc.: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Asset Management, Inc. on WSO, newest first. How the timeline and the estimate are built.

Visionary Asset Management, Inc. held 0 WSO shares at 2018-12-31 per its 13F-HR filed 2019-01-11.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 0 shares
    Change vs previous 13F -2,203 shares

    13F-HR 0001420506-19-000005 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2018-09-30
    13F 2,203 shares
    Change vs previous 13F +220 shares

    0.13% of the 13F portfolio, value $392,000.

    13F-HR 0001420506-18-000803 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2018-06-30
    13F 1,983 shares
    Change vs previous 13F -98 shares

    0.12% of the 13F portfolio, value $354,000.

    13F-HR 0001420506-18-000580 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2018-03-31
    13F 2,081 shares
    Change vs previous 13F -20 shares

    0.12% of the 13F portfolio, value $384,000.

    13F-HR 0001420506-18-000288 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-12-31
    13F 2,101 shares
    Change vs previous 13F +23 shares

    0.1% of the 13F portfolio, value $357,000.

    13F-HR 0001420506-18-000007 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2017-09-30
    13F 2,078 shares
    Change vs previous 13F -161 shares

    0.1% of the 13F portfolio, value $335,000.

    13F-HR 0001420506-17-000838 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2017-06-30
    13F 2,239 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $345,000.

    13F-HR 0001420506-17-000470 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).