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Visionary Wealth Advisors: DBMF position timeline

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

Visionary Wealth Advisors held 29,731 DBMF 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 29,731 shares
    Change vs previous 13F +1,621 shares

    0.04% of the 13F portfolio, value $910,061.

    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 28,110 shares
    Change vs previous 13F -206 shares

    0.04% of the 13F portfolio, value $847,531.

    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 28,316 shares
    Change vs previous 13F -1,380 shares

    0.04% of the 13F portfolio, value $794,542.

    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 29,696 shares
    Change vs previous 13F -13,745 shares

    0.04% of the 13F portfolio, value $811,002.

    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 43,441 shares
    Change vs previous 13F -7,376 shares

    0.06% of the 13F portfolio, value $1,117,725.

    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 50,817 shares
    Change vs previous 13F +1,330 shares

    0.08% of the 13F portfolio, value $1,283,641.

    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 49,487 shares
    Change vs previous 13F +5,436 shares

    0.08% of the 13F portfolio, value $1,294,572.

    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 44,051 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,239,145.

    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).