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Visionary Wealth Advisors: CRM position timeline

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

Visionary Wealth Advisors held 3,377 CRM 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 3,377 shares
    Change vs previous 13F -2,347 shares

    0.02% of the 13F portfolio, value $529,051.

    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 5,724 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $1,068,500.

    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 5,712 shares
    Change vs previous 13F +329 shares

    0.07% of the 13F portfolio, value $1,513,047.

    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 5,383 shares
    Change vs previous 13F +41 shares

    0.06% of the 13F portfolio, value $1,275,839.

    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 5,342 shares
    Change vs previous 13F +1,137 shares

    0.07% of the 13F portfolio, value $1,456,799.

    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 4,205 shares
    Change vs previous 13F +539 shares

    0.07% of the 13F portfolio, value $1,128,437.

    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 3,666 shares
    Change vs previous 13F +427 shares

    0.07% of the 13F portfolio, value $1,225,636.

    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 3,239 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $886,533.

    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).