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Visionary Wealth Advisors: AVDE position timeline

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

Visionary Wealth Advisors held 420,371 AVDE 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 420,371 shares
    Change vs previous 13F +145,123 shares

    1.48% of the 13F portfolio, value $37,497,117.

    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 275,248 shares
    Change vs previous 13F -713 shares

    1.03% of the 13F portfolio, value $23,352,011.

    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 275,961 shares
    Change vs previous 13F +16,621 shares

    1.03% of the 13F portfolio, value $22,717,082.

    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 259,340 shares
    Change vs previous 13F +160,504 shares

    0.95% of the 13F portfolio, value $20,461,915.

    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 98,836 shares
    Change vs previous 13F -780 shares

    0.37% of the 13F portfolio, value $7,314,823.

    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 99,616 shares
    Change vs previous 13F -12,867 shares

    0.4% of the 13F portfolio, value $6,601,565.

    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 112,483 shares
    Change vs previous 13F +1,573 shares

    0.4% of the 13F portfolio, value $6,903,109.

    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 110,910 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $7,434,325.

    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).