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Visionary Wealth Advisors: AGG position timeline

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

Visionary Wealth Advisors held 393,563 AGG 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 393,563 shares
    Change vs previous 13F +23,988 shares

    1.54% of the 13F portfolio, value $38,954,852.

    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 369,575 shares
    Change vs previous 13F +14,766 shares

    1.62% of the 13F portfolio, value $36,687,739.

    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 354,809 shares
    Change vs previous 13F -17,230 shares

    1.6% of the 13F portfolio, value $35,438,285.

    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 372,039 shares
    Change vs previous 13F +119,025 shares

    1.74% of the 13F portfolio, value $37,296,928.

    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 253,014 shares
    Change vs previous 13F +19,095 shares

    1.28% of the 13F portfolio, value $25,098,980.

    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 233,919 shares
    Change vs previous 13F -1,878 shares

    1.39% of the 13F portfolio, value $23,139,259.

    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 235,797 shares
    Change vs previous 13F +3,572 shares

    1.34% of the 13F portfolio, value $22,848,773.

    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 232,225 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $23,517,462.

    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).