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Visionary Wealth Advisors: ET position timeline

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

Visionary Wealth Advisors held 171,704 ET 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 171,704 shares
    Change vs previous 13F +4,354 shares

    0.13% of the 13F portfolio, value $3,282,985.

    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 167,350 shares
    Change vs previous 13F -820 shares

    0.14% of the 13F portfolio, value $3,229,849.

    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 168,170 shares
    Change vs previous 13F -4,127 shares

    0.13% of the 13F portfolio, value $2,773,125.

    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 172,297 shares
    Change vs previous 13F -2,977 shares

    0.14% of the 13F portfolio, value $2,956,624.

    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 175,274 shares
    Change vs previous 13F +139,717 shares

    0.16% of the 13F portfolio, value $3,177,727.

    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 35,557 shares
    Change vs previous 13F +1,188 shares

    0.04% of the 13F portfolio, value $660,997.

    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 34,369 shares
    Change vs previous 13F +197 shares

    0.04% of the 13F portfolio, value $673,287.

    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 34,172 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $548,453.

    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).