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
- period ended2026-06-3013F 93,058 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 91,634 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 88,447 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 87,605 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 81,671 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).