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Visionary Wealth Advisors: DIVI position timeline

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

Visionary Wealth Advisors held 93,058 DIVI 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 93,058 shares
    Change vs previous 13F +1,424 shares

    0.16% of the 13F portfolio, value $3,975,428.

    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 91,634 shares
    Change vs previous 13F +3,187 shares

    0.16% of the 13F portfolio, value $3,647,940.

    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 88,447 shares
    Change vs previous 13F +842 shares

    0.16% of the 13F portfolio, value $3,439,703.

    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 87,605 shares
    Change vs previous 13F +5,934 shares

    0.15% of the 13F portfolio, value $3,268,540.

    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 81,671 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,910,753.

    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).