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Visionary Wealth Advisors: CEFS position timeline

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

Visionary Wealth Advisors held 95,683 CEFS 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 95,683 shares
    Change vs previous 13F +15,406 shares

    0.1% of the 13F portfolio, value $2,453,321.

    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 80,277 shares
    Change vs previous 13F +6,579 shares

    0.08% of the 13F portfolio, value $1,810,256.

    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 73,698 shares
    Change vs previous 13F -1,175 shares

    0.08% of the 13F portfolio, value $1,698,000.

    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 74,873 shares
    Change vs previous 13F -528 shares

    0.08% of the 13F portfolio, value $1,704,862.

    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 75,401 shares
    Change vs previous 13F +5,299 shares

    0.09% of the 13F portfolio, value $1,676,912.

    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 70,102 shares
    Change vs previous 13F +10,686 shares

    0.09% of the 13F portfolio, value $1,495,267.

    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 59,416 shares
    Change vs previous 13F +18,775 shares

    0.07% of the 13F portfolio, value $1,272,687.

    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 40,641 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $904,258.

    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).