Skip to content

Visionary Wealth Advisors: DBND position timeline

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

Visionary Wealth Advisors held 228,259 DBND 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 228,259 shares
    Change vs previous 13F +26,163 shares

    0.41% of the 13F portfolio, value $10,406,451.

    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 202,096 shares
    Change vs previous 13F +11,100 shares

    0.41% of the 13F portfolio, value $9,258,018.

    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 190,996 shares
    Change vs previous 13F +9,384 shares

    0.4% of the 13F portfolio, value $8,855,435.

    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 181,612 shares
    Change vs previous 13F +3,858 shares

    0.39% of the 13F portfolio, value $8,450,407.

    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 177,754 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $8,219,345.

    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).