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Visionary Wealth Advisors: DFAS position timeline

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

Visionary Wealth Advisors held 86,969 DFAS 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 86,969 shares
    Change vs previous 13F +2,045 shares

    0.28% of the 13F portfolio, value $7,161,047.

    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 84,924 shares
    Change vs previous 13F -13,917 shares

    0.27% of the 13F portfolio, value $6,040,676.

    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 98,841 shares
    Change vs previous 13F +1,991 shares

    0.31% of the 13F portfolio, value $6,886,237.

    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 96,850 shares
    Change vs previous 13F +91,108 shares

    0.31% of the 13F portfolio, value $6,630,343.

    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 5,742 shares
    Change vs previous 13F +237 shares

    0.02% of the 13F portfolio, value $365,830.

    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 5,505 shares
    Change vs previous 13F -622 shares

    0.02% of the 13F portfolio, value $328,917.

    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 6,127 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $398,725.

    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 6,124 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $397,203.

    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).