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Visionary Wealth Advisors: AVUV position timeline

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

Visionary Wealth Advisors held 107,612 AVUV 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 107,612 shares
    Change vs previous 13F +44,809 shares

    0.53% of the 13F portfolio, value $13,425,701.

    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 62,803 shares
    Change vs previous 13F +7,089 shares

    0.31% of the 13F portfolio, value $6,937,814.

    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 55,714 shares
    Change vs previous 13F +4,106 shares

    0.26% of the 13F portfolio, value $5,681,730.

    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 51,608 shares
    Change vs previous 13F +10,432 shares

    0.24% of the 13F portfolio, value $5,136,517.

    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 41,176 shares
    Change vs previous 13F -10,495 shares

    0.19% of the 13F portfolio, value $3,751,165.

    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 51,671 shares
    Change vs previous 13F -7,669 shares

    0.27% of the 13F portfolio, value $4,504,178.

    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 59,340 shares
    Change vs previous 13F -591 shares

    0.34% of the 13F portfolio, value $5,728,046.

    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 59,931 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,750,333.

    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).