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Visionary Wealth Advisors: ACWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on ACWV, newest first. How the timeline and the estimate are built.

Visionary Wealth Advisors held 13,076 ACWV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,076 shares
    Change vs previous 13F -6 shares

    0.06% of the 13F portfolio, value $1,572,184.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 13,082 shares
    Change vs previous 13F -145 shares

    0.07% of the 13F portfolio, value $1,563,486.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 13,227 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $1,570,762.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 13,222 shares
    Change vs previous 13F -77 shares

    0.07% of the 13F portfolio, value $1,585,639.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,299 shares
    Change vs previous 13F +49 shares

    0.08% of the 13F portfolio, value $1,576,918.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 13,250 shares
    Change vs previous 13F -54 shares

    0.09% of the 13F portfolio, value $1,541,957.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,304 shares
    Change vs previous 13F -81 shares

    0.09% of the 13F portfolio, value $1,452,848.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,385 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,533,038.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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