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Visionary Wealth Advisors: DTCR position timeline

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

Visionary Wealth Advisors held 44,804 DTCR 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 44,804 shares
    Change vs previous 13F -10,699 shares

    0.05% of the 13F portfolio, value $1,360,698.

    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 55,503 shares
    Change vs previous 13F -39,321 shares

    0.06% of the 13F portfolio, value $1,329,843.

    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 94,824 shares
    Change vs previous 13F -15,078 shares

    0.09% of the 13F portfolio, value $2,000,781.

    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 109,902 shares
    Change vs previous 13F +2,829 shares

    0.1% of the 13F portfolio, value $2,250,788.

    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 107,073 shares
    Change vs previous 13F +89,778 shares

    0.1% of the 13F portfolio, value $1,995,841.

    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 17,295 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $281,217.

    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).