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Visionary Wealth Advisors: ADP position timeline

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

Visionary Wealth Advisors held 3,773 ADP 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 3,773 shares
    Change vs previous 13F -36,981 shares

    0.03% of the 13F portfolio, value $844,949.

    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 40,754 shares
    Change vs previous 13F +12,572 shares

    0.37% of the 13F portfolio, value $8,280,346.

    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 28,182 shares
    Change vs previous 13F +1,217 shares

    0.33% of the 13F portfolio, value $7,249,305.

    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 26,965 shares
    Change vs previous 13F +383 shares

    0.37% of the 13F portfolio, value $7,914,235.

    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 26,582 shares
    Change vs previous 13F +490 shares

    0.42% of the 13F portfolio, value $8,197,995.

    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 26,092 shares
    Change vs previous 13F -1,467 shares

    0.48% of the 13F portfolio, value $7,971,854.

    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 27,559 shares
    Change vs previous 13F -99 shares

    0.47% of the 13F portfolio, value $8,067,233.

    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 27,658 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $7,653,669.

    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).