Skip to content
Disclosery

Visionary Wealth Advisors: AEE position timeline

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

Visionary Wealth Advisors held 11,690 AEE 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 11,690 shares
    Change vs previous 13F +447 shares

    0.05% of the 13F portfolio, value $1,321,487.

    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 11,243 shares
    Change vs previous 13F +19 shares

    0.05% of the 13F portfolio, value $1,235,849.

    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 11,224 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $1,120,877.

    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 11,222 shares
    Change vs previous 13F -1,412 shares

    0.05% of the 13F portfolio, value $1,171,384.

    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 12,634 shares
    Change vs previous 13F +3,981 shares

    0.06% of the 13F portfolio, value $1,213,413.

    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 8,653 shares
    Change vs previous 13F +1,596 shares

    0.05% of the 13F portfolio, value $868,781.

    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 7,057 shares
    Change vs previous 13F -1 shares

    0.04% of the 13F portfolio, value $629,029.

    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 7,058 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $617,269.

    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).