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Visionary Wealth Advisors: DFAX position timeline

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

Visionary Wealth Advisors held 270,812 DFAX 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 270,812 shares
    Change vs previous 13F +79,621 shares

    0.39% of the 13F portfolio, value $9,976,699.

    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 191,191 shares
    Change vs previous 13F +1,415 shares

    0.29% of the 13F portfolio, value $6,494,746.

    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 189,776 shares
    Change vs previous 13F +18,028 shares

    0.28% of the 13F portfolio, value $6,211,373.

    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 171,748 shares
    Change vs previous 13F +22,804 shares

    0.25% of the 13F portfolio, value $5,389,459.

    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 148,944 shares
    Change vs previous 13F +3,654 shares

    0.22% of the 13F portfolio, value $4,374,493.

    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 145,290 shares
    Change vs previous 13F +4,513 shares

    0.23% of the 13F portfolio, value $3,806,594.

    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 140,777 shares
    Change vs previous 13F +20,432 shares

    0.21% of the 13F portfolio, value $3,499,721.

    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 120,345 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,250,529.

    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).