Skip to content
Disclosery

Visionary Wealth Advisors: DGRO position timeline

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

Visionary Wealth Advisors held 85,249 DGRO 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 85,249 shares
    Change vs previous 13F -926 shares

    0.26% of the 13F portfolio, value $6,461,009.

    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 86,175 shares
    Change vs previous 13F +780 shares

    0.27% of the 13F portfolio, value $6,047,741.

    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 85,395 shares
    Change vs previous 13F +384 shares

    0.27% of the 13F portfolio, value $5,928,121.

    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 85,011 shares
    Change vs previous 13F +549 shares

    0.27% of the 13F portfolio, value $5,787,546.

    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 84,462 shares
    Change vs previous 13F +147 shares

    0.28% of the 13F portfolio, value $5,400,488.

    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 84,315 shares
    Change vs previous 13F +2,478 shares

    0.31% of the 13F portfolio, value $5,208,967.

    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 81,837 shares
    Change vs previous 13F -1,439 shares

    0.29% of the 13F portfolio, value $5,019,860.

    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 83,276 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,220,561.

    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).