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Visionary Wealth Advisors: BNY position timeline

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

Visionary Wealth Advisors held 90,673 BNY 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 90,673 shares
    Change vs previous 13F +511 shares

    0.52% of the 13F portfolio, value $13,112,163.

    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 90,162 shares
    Change vs previous 13F -1,301 shares

    0.47% of the 13F portfolio, value $10,695,889.

    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 91,463 shares
    Change vs previous 13F -3,125 shares

    0.48% of the 13F portfolio, value $10,617,894.

    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 94,588 shares
    Change vs previous 13F -11,385 shares

    0.48% of the 13F portfolio, value $10,306,352.

    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 105,973 shares
    Change vs previous 13F +1,407 shares

    0.49% of the 13F portfolio, value $9,655,164.

    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 104,566 shares
    Change vs previous 13F -16,175 shares

    0.53% of the 13F portfolio, value $8,769,954.

    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 120,741 shares
    Change vs previous 13F -2,784 shares

    0.54% of the 13F portfolio, value $9,276,508.

    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 123,525 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $8,876,512.

    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).