Visionary Wealth Advisors: BUFZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on BUFZ, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 90,584 BUFZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 90,584 sharesChange vs previous 13F -4,951 shares
0.1% of the 13F portfolio, value $2,530,012.
13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 95,535 sharesChange vs previous 13F -3,809 shares
0.11% of the 13F portfolio, value $2,509,705.
13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 99,344 sharesChange vs previous 13F +10,334 shares
0.12% of the 13F portfolio, value $2,635,597.
13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 89,010 sharesChange vs previous 13F +5,388 shares
0.11% of the 13F portfolio, value $2,305,359.
13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 83,622 sharesChange vs previous 13F +44,477 shares
0.11% of the 13F portfolio, value $2,084,697.
13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 39,145 sharesChange vs previous 13F +5,989 shares
0.06% of the 13F portfolio, value $919,908.
13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 33,156 sharesChange vs previous 13F +3,983 shares
0.05% of the 13F portfolio, value $792,097.
13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,173 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $686,732.
13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).