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Visionary Wealth Advisors: AVLC position timeline

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

Visionary Wealth Advisors held 128,084 AVLC 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 128,084 shares
    Change vs previous 13F +6,801 shares

    0.45% of the 13F portfolio, value $11,522,457.

    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 121,283 shares
    Change vs previous 13F -5,708 shares

    0.42% of the 13F portfolio, value $9,405,502.

    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 126,991 shares
    Change vs previous 13F +2,733 shares

    0.45% of the 13F portfolio, value $9,983,998.

    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 124,258 shares
    Change vs previous 13F +6,475 shares

    0.44% of the 13F portfolio, value $9,507,000.

    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 117,783 shares
    Change vs previous 13F +68,816 shares

    0.43% of the 13F portfolio, value $8,367,285.

    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 48,967 shares
    Change vs previous 13F +10,442 shares

    0.19% of the 13F portfolio, value $3,143,696.

    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 38,525 shares
    Change vs previous 13F +27,419 shares

    0.15% of the 13F portfolio, value $2,602,364.

    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 11,106 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $733,218.

    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).