Visionary Wealth Advisors: DFAC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on DFAC, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 542,718 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 542,718 sharesChange vs previous 13F +10,505 shares
0.95% of the 13F portfolio, value $24,074,958.
13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 532,213 sharesChange vs previous 13F +2,369 shares
0.91% of the 13F portfolio, value $20,681,804.
13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 529,844 sharesChange vs previous 13F +55,508 shares
0.95% of the 13F portfolio, value $20,976,542.
13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 474,336 sharesChange vs previous 13F +85,210 shares
0.85% of the 13F portfolio, value $18,295,142.
13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 389,126 sharesChange vs previous 13F -6,546 shares
0.71% of the 13F portfolio, value $13,946,278.
13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 395,672 sharesChange vs previous 13F +23,093 shares
0.78% of the 13F portfolio, value $13,053,217.
13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 372,579 sharesChange vs previous 13F +45,831 shares
0.76% of the 13F portfolio, value $12,887,491.
13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 326,748 sharesChange vs previous 13F not available
0.68% of the 13F portfolio, value $11,204,192.
13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).