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Visionary Wealth Advisors: BALT position timeline

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

Visionary Wealth Advisors held 552,027 BALT 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 552,027 shares
    Change vs previous 13F +43,403 shares

    0.75% of the 13F portfolio, value $18,917,966.

    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 508,624 shares
    Change vs previous 13F +135,945 shares

    0.75% of the 13F portfolio, value $17,021,104.

    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 372,679 shares
    Change vs previous 13F +54,797 shares

    0.56% of the 13F portfolio, value $12,488,474.

    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 317,882 shares
    Change vs previous 13F +152,689 shares

    0.49% of the 13F portfolio, value $10,432,888.

    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 165,193 shares
    Change vs previous 13F +19,297 shares

    0.27% of the 13F portfolio, value $5,299,392.

    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 145,896 shares
    Change vs previous 13F +29,882 shares

    0.27% of the 13F portfolio, value $4,578,216.

    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 116,014 shares
    Change vs previous 13F +3,534 shares

    0.21% of the 13F portfolio, value $3,645,160.

    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 112,480 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,467,758.

    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).