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Visionary Wealth Advisors: DFAW position timeline

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

Visionary Wealth Advisors held 10,998 DFAW 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 10,998 shares
    Change vs previous 13F +1,228 shares

    0.04% of the 13F portfolio, value $910,505.

    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 9,770 shares
    Change vs previous 13F +316 shares

    0.03% of the 13F portfolio, value $720,795.

    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 9,454 shares
    Change vs previous 13F +640 shares

    0.03% of the 13F portfolio, value $699,427.

    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 8,814 shares
    Change vs previous 13F +2,323 shares

    0.03% of the 13F portfolio, value $633,376.

    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 6,491 shares
    Change vs previous 13F +2,899 shares

    0.02% of the 13F portfolio, value $435,384.

    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 3,592 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $220,139.

    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).