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Visionary Wealth Advisors: COST position timeline

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

Visionary Wealth Advisors held 2,999 COST 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 2,999 shares
    Change vs previous 13F -2 shares

    0.11% of the 13F portfolio, value $2,805,515.

    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 3,001 shares
    Change vs previous 13F +9 shares

    0.13% of the 13F portfolio, value $2,990,715.

    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 2,992 shares
    Change vs previous 13F +90 shares

    0.12% of the 13F portfolio, value $2,579,969.

    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 2,902 shares
    Change vs previous 13F +256 shares

    0.13% of the 13F portfolio, value $2,685,983.

    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 2,646 shares
    Change vs previous 13F +71 shares

    0.13% of the 13F portfolio, value $2,619,647.

    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 2,575 shares
    Change vs previous 13F +56 shares

    0.15% of the 13F portfolio, value $2,435,184.

    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 2,519 shares
    Change vs previous 13F -258 shares

    0.14% of the 13F portfolio, value $2,308,438.

    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 2,777 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,461,815.

    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).