Visionary Wealth Advisors: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on DIS, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 2,471 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,471 sharesChange vs previous 13F -258 shares
0.01% of the 13F portfolio, value $237,816.
13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,729 sharesChange vs previous 13F -308 shares
0.01% of the 13F portfolio, value $263,039.
13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,037 sharesChange vs previous 13F -486 shares
0.02% of the 13F portfolio, value $345,566.
13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,523 sharesChange vs previous 13F +6 shares
0.02% of the 13F portfolio, value $403,385.
13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,517 sharesChange vs previous 13F +355 shares
0.02% of the 13F portfolio, value $436,084.
13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,162 sharesChange vs previous 13F -99 shares
0.02% of the 13F portfolio, value $312,063.
13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,261 sharesChange vs previous 13F -327 shares
0.02% of the 13F portfolio, value $363,128.
13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,588 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $345,143.
13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).