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Visionary Wealth Advisors: C position timeline

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

Visionary Wealth Advisors held 9,442 C 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 9,442 shares
    Change vs previous 13F +477 shares

    0.05% of the 13F portfolio, value $1,321,531.

    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 8,965 shares
    Change vs previous 13F +275 shares

    0.04% of the 13F portfolio, value $1,016,667.

    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 8,690 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $1,014,091.

    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 8,685 shares
    Change vs previous 13F +3,838 shares

    0.04% of the 13F portfolio, value $881,553.

    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 4,847 shares
    Change vs previous 13F +1,451 shares

    0.02% of the 13F portfolio, value $412,544.

    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 3,396 shares
    Change vs previous 13F +388 shares

    0.01% of the 13F portfolio, value $241,071.

    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 3,008 shares
    Change vs previous 13F -360 shares

    0.01% of the 13F portfolio, value $211,742.

    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 3,368 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $210,858.

    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).