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Visionary Wealth Advisors: DFIC position timeline

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

Visionary Wealth Advisors held 34,069 DFIC 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 34,069 shares
    Change vs previous 13F +1,986 shares

    0.05% of the 13F portfolio, value $1,269,394.

    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 32,083 shares
    Change vs previous 13F +862 shares

    0.05% of the 13F portfolio, value $1,139,922.

    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 31,221 shares
    Change vs previous 13F +458 shares

    0.05% of the 13F portfolio, value $1,075,891.

    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 30,763 shares
    Change vs previous 13F +1,841 shares

    0.05% of the 13F portfolio, value $1,008,711.

    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 28,922 shares
    Change vs previous 13F +1,029 shares

    0.05% of the 13F portfolio, value $899,187.

    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 27,893 shares
    Change vs previous 13F +8,966 shares

    0.05% of the 13F portfolio, value $774,598.

    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 18,927 shares
    Change vs previous 13F +4,257 shares

    0.03% of the 13F portfolio, value $489,171.

    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 14,670 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $412,806.

    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).