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Disclosery

Visionary Wealth Advisors: DISV position timeline

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

Visionary Wealth Advisors held 122,902 DISV 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 122,902 shares
    Change vs previous 13F +1,255 shares

    0.19% of the 13F portfolio, value $4,932,055.

    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 121,647 shares
    Change vs previous 13F +6,005 shares

    0.21% of the 13F portfolio, value $4,797,774.

    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 115,642 shares
    Change vs previous 13F +27,182 shares

    0.2% of the 13F portfolio, value $4,394,410.

    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 88,460 shares
    Change vs previous 13F +30,716 shares

    0.15% of the 13F portfolio, value $3,157,137.

    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 57,744 shares
    Change vs previous 13F +8,183 shares

    0.1% of the 13F portfolio, value $1,900,346.

    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 49,561 shares
    Change vs previous 13F +3,809 shares

    0.09% of the 13F portfolio, value $1,443,216.

    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 45,752 shares
    Change vs previous 13F +24,015 shares

    0.07% of the 13F portfolio, value $1,215,641.

    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 21,737 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $631,684.

    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).