Skip to content
Disclosery

Visionary Wealth Advisors: AOR position timeline

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

Visionary Wealth Advisors held 33,504 AOR 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 33,504 shares
    Change vs previous 13F -2,006 shares

    0.09% of the 13F portfolio, value $2,328,510.

    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 35,510 shares
    Change vs previous 13F +1,334 shares

    0.1% of the 13F portfolio, value $2,285,066.

    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 34,176 shares
    Change vs previous 13F -926 shares

    0.1% of the 13F portfolio, value $2,221,778.

    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 35,102 shares
    Change vs previous 13F +184 shares

    0.11% of the 13F portfolio, value $2,259,861.

    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 34,918 shares
    Change vs previous 13F +163 shares

    0.11% of the 13F portfolio, value $2,149,912.

    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 34,755 shares
    Change vs previous 13F +660 shares

    0.12% of the 13F portfolio, value $2,000,865.

    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 34,095 shares
    Change vs previous 13F -688 shares

    0.11% of the 13F portfolio, value $1,954,344.

    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 34,783 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,060,547.

    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).