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Visionary Wealth Advisors: DBEF position timeline

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

Visionary Wealth Advisors held 91,771 DBEF 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 91,771 shares
    Change vs previous 13F -31,361 shares

    0.2% of the 13F portfolio, value $5,013,456.

    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 123,132 shares
    Change vs previous 13F -1,850 shares

    0.27% of the 13F portfolio, value $6,082,735.

    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 124,982 shares
    Change vs previous 13F -191 shares

    0.27% of the 13F portfolio, value $6,012,902.

    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 125,173 shares
    Change vs previous 13F -327,585 shares

    0.27% of the 13F portfolio, value $5,810,551.

    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 452,758 shares
    Change vs previous 13F +12,109 shares

    1.01% of the 13F portfolio, value $19,808,158.

    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 440,649 shares
    Change vs previous 13F -1,373 shares

    1.15% of the 13F portfolio, value $19,080,119.

    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 442,022 shares
    Change vs previous 13F +19,410 shares

    1.07% of the 13F portfolio, value $18,299,691.

    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 422,612 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $17,758,175.

    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).