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Visionary Wealth Advisors: DFAT position timeline

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

Visionary Wealth Advisors held 344,964 DFAT 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 344,964 shares
    Change vs previous 13F -1,675 shares

    0.95% of the 13F portfolio, value $24,112,982.

    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 346,639 shares
    Change vs previous 13F +7,091 shares

    0.96% of the 13F portfolio, value $21,647,606.

    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 339,548 shares
    Change vs previous 13F +30,171 shares

    0.91% of the 13F portfolio, value $20,216,696.

    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 309,377 shares
    Change vs previous 13F +45,932 shares

    0.84% of the 13F portfolio, value $18,008,859.

    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 263,445 shares
    Change vs previous 13F +10,474 shares

    0.73% of the 13F portfolio, value $14,215,487.

    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 252,971 shares
    Change vs previous 13F +3,962 shares

    0.78% of the 13F portfolio, value $13,025,500.

    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 249,009 shares
    Change vs previous 13F +13,084 shares

    0.81% of the 13F portfolio, value $13,859,848.

    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 235,925 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $13,124,516.

    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).