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Disclosery

Visionary Wealth Advisors: DEFT position timeline

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

Visionary Wealth Advisors held 107,600 DEFT 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 107,600 shares
    Change vs previous 13F -14,000 shares

    <0.01% of the 13F portfolio, value $55,328.

    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 121,600 shares
    Change vs previous 13F +9,000 shares

    <0.01% of the 13F portfolio, value $67,184.

    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 112,600 shares
    Change vs previous 13F -9,312 shares

    <0.01% of the 13F portfolio, value $84,968.

    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 121,912 shares
    Change vs previous 13F -25,313 shares

    0.01% of the 13F portfolio, value $257,235.

    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 147,225 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $431,370.

    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).