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Visionary Wealth Advisors: BIZD position timeline

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

Visionary Wealth Advisors held 26,958 BIZD 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 26,958 shares
    Change vs previous 13F -17,050 shares

    0.01% of the 13F portfolio, value $341,283.

    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 44,008 shares
    Change vs previous 13F +12,049 shares

    0.02% of the 13F portfolio, value $563,298.

    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 31,959 shares
    Change vs previous 13F -8,250 shares

    0.02% of the 13F portfolio, value $453,185.

    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 40,209 shares
    Change vs previous 13F +10,094 shares

    0.03% of the 13F portfolio, value $600,722.

    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 30,115 shares
    Change vs previous 13F -53 shares

    0.03% of the 13F portfolio, value $490,280.

    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 30,168 shares
    Change vs previous 13F +16,524 shares

    0.03% of the 13F portfolio, value $505,609.

    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 13,644 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $226,898.

    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).