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Visionary Wealth Advisors: DIVO position timeline

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

Visionary Wealth Advisors held 253,111 DIVO 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 253,111 shares
    Change vs previous 13F +6,223 shares

    0.46% of the 13F portfolio, value $11,567,184.

    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 246,888 shares
    Change vs previous 13F +10,842 shares

    0.49% of the 13F portfolio, value $11,072,906.

    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 236,046 shares
    Change vs previous 13F +9,421 shares

    0.47% of the 13F portfolio, value $10,504,029.

    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 226,625 shares
    Change vs previous 13F -1,582 shares

    0.47% of the 13F portfolio, value $10,100,697.

    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 228,207 shares
    Change vs previous 13F +7,610 shares

    0.5% of the 13F portfolio, value $9,710,222.

    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 220,597 shares
    Change vs previous 13F +15,404 shares

    0.54% of the 13F portfolio, value $8,993,723.

    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 205,193 shares
    Change vs previous 13F +8,880 shares

    0.49% of the 13F portfolio, value $8,306,205.

    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 196,313 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $8,086,123.

    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).