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Disclosery

Visionary Wealth Advisors: BILZ position timeline

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

Visionary Wealth Advisors held 2,425 BILZ 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 2,425 shares
    Change vs previous 13F -797 shares

    0.01% of the 13F portfolio, value $244,777.

    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 3,222 shares
    Change vs previous 13F -195 shares

    0.01% of the 13F portfolio, value $325,318.

    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 3,417 shares
    Change vs previous 13F -883 shares

    0.02% of the 13F portfolio, value $344,272.

    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 4,300 shares
    Change vs previous 13F +332 shares

    0.02% of the 13F portfolio, value $435,117.

    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 3,968 shares
    Change vs previous 13F +278 shares

    0.02% of the 13F portfolio, value $401,562.

    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 3,690 shares
    Change vs previous 13F +1,300 shares

    0.02% of the 13F portfolio, value $373,428.

    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 2,390 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $240,960.

    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).