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Visionary Wealth Advisors: AVLV position timeline

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

Visionary Wealth Advisors held 494,417 AVLV 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 494,417 shares
    Change vs previous 13F +24,348 shares

    1.78% of the 13F portfolio, value $45,095,754.

    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 470,069 shares
    Change vs previous 13F -886 shares

    1.68% of the 13F portfolio, value $37,892,287.

    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 470,955 shares
    Change vs previous 13F -5,998 shares

    1.61% of the 13F portfolio, value $35,684,230.

    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 476,953 shares
    Change vs previous 13F +1,606 shares

    1.61% of the 13F portfolio, value $34,464,610.

    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 475,347 shares
    Change vs previous 13F +10,788 shares

    1.66% of the 13F portfolio, value $32,423,431.

    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 464,559 shares
    Change vs previous 13F +18,478 shares

    1.82% of the 13F portfolio, value $30,293,881.

    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 446,081 shares
    Change vs previous 13F +9,921 shares

    1.75% of the 13F portfolio, value $29,784,853.

    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 436,160 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $28,712,417.

    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).