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Visionary Wealth Advisors: BUFB position timeline

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

Visionary Wealth Advisors held 29,894 BUFB 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 29,894 shares
    Change vs previous 13F -826 shares

    0.05% of the 13F portfolio, value $1,175,134.

    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 30,720 shares
    Change vs previous 13F -3,611 shares

    0.05% of the 13F portfolio, value $1,103,156.

    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 34,331 shares
    Change vs previous 13F +254 shares

    0.06% of the 13F portfolio, value $1,257,717.

    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 34,077 shares
    Change vs previous 13F -762 shares

    0.06% of the 13F portfolio, value $1,217,912.

    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 34,839 shares
    Change vs previous 13F -36,473 shares

    0.06% of the 13F portfolio, value $1,180,346.

    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 71,312 shares
    Change vs previous 13F -14,538 shares

    0.13% of the 13F portfolio, value $2,240,623.

    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 85,850 shares
    Change vs previous 13F +1,487 shares

    0.16% of the 13F portfolio, value $2,773,015.

    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 84,363 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,664,234.

    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).