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Visionary Wealth Advisors: DFIV position timeline

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

Visionary Wealth Advisors held 253,952 DFIV 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 253,952 shares
    Change vs previous 13F +2,391 shares

    0.54% of the 13F portfolio, value $13,718,486.

    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 251,561 shares
    Change vs previous 13F +51,125 shares

    0.59% of the 13F portfolio, value $13,277,391.

    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 200,436 shares
    Change vs previous 13F +24,177 shares

    0.45% of the 13F portfolio, value $10,001,761.

    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 176,259 shares
    Change vs previous 13F +22,513 shares

    0.38% of the 13F portfolio, value $8,129,068.

    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 153,746 shares
    Change vs previous 13F +8,421 shares

    0.34% of the 13F portfolio, value $6,584,955.

    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 145,325 shares
    Change vs previous 13F +5,316 shares

    0.34% of the 13F portfolio, value $5,720,009.

    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 140,009 shares
    Change vs previous 13F +16,906 shares

    0.29% of the 13F portfolio, value $4,967,505.

    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 123,103 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,687,756.

    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).