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Visionary Wealth Advisors: DFUV position timeline

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

Visionary Wealth Advisors held 194,557 DFUV 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 194,557 shares
    Change vs previous 13F +2,864 shares

    0.42% of the 13F portfolio, value $10,702,559.

    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 191,693 shares
    Change vs previous 13F +1,476 shares

    0.41% of the 13F portfolio, value $9,289,462.

    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 190,217 shares
    Change vs previous 13F +22,546 shares

    0.4% of the 13F portfolio, value $8,862,233.

    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 167,671 shares
    Change vs previous 13F +41,967 shares

    0.35% of the 13F portfolio, value $7,493,211.

    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 125,704 shares
    Change vs previous 13F +5,158 shares

    0.27% of the 13F portfolio, value $5,314,759.

    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 120,546 shares
    Change vs previous 13F +4,081 shares

    0.3% of the 13F portfolio, value $4,967,710.

    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 116,465 shares
    Change vs previous 13F +16,448 shares

    0.28% of the 13F portfolio, value $4,765,767.

    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 100,017 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,169,728.

    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).