Visionary Wealth Advisors: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on COP, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 3,222 COP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 3,222 sharesChange vs previous 13F -294 shares
0.01% of the 13F portfolio, value $334,970.
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 3,516 sharesChange vs previous 13F +44 shares
0.02% of the 13F portfolio, value $464,049.
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 3,472 sharesChange vs previous 13F -770 shares
0.01% of the 13F portfolio, value $325,054.
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 4,242 sharesChange vs previous 13F -257 shares
0.02% of the 13F portfolio, value $401,263.
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 4,499 sharesChange vs previous 13F -6,584 shares
0.02% of the 13F portfolio, value $403,709.
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 11,083 sharesChange vs previous 13F +5,034 shares
0.07% of the 13F portfolio, value $1,163,891.
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 6,049 sharesChange vs previous 13F +1,394 shares
0.04% of the 13F portfolio, value $599,892.
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 4,655 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $490,030.
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).