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Visionary Wealth Advisors: DFEM position timeline

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

Visionary Wealth Advisors held 127,449 DFEM 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 127,449 shares
    Change vs previous 13F +1,604 shares

    0.2% of the 13F portfolio, value $5,179,535.

    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 125,845 shares
    Change vs previous 13F +3,694 shares

    0.19% of the 13F portfolio, value $4,347,935.

    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 122,151 shares
    Change vs previous 13F +30,174 shares

    0.18% of the 13F portfolio, value $4,040,754.

    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 91,977 shares
    Change vs previous 13F +32,426 shares

    0.14% of the 13F portfolio, value $2,949,687.

    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 59,551 shares
    Change vs previous 13F +10,183 shares

    0.09% of the 13F portfolio, value $1,767,487.

    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 49,368 shares
    Change vs previous 13F +8,049 shares

    0.08% of the 13F portfolio, value $1,306,282.

    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 41,319 shares
    Change vs previous 13F +20,274 shares

    0.06% of the 13F portfolio, value $1,082,134.

    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 21,045 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $592,426.

    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).