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Disclosery

Visionary Wealth Advisors: FEZ position timeline

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

Visionary Wealth Advisors held 5,904 FEZ 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 5,904 shares
    Change vs previous 13F -1,392 shares

    0.02% of the 13F portfolio, value $405,481.

    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 7,296 shares
    Change vs previous 13F -624 shares

    0.02% of the 13F portfolio, value $452,913.

    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 7,920 shares
    Change vs previous 13F -761 shares

    0.02% of the 13F portfolio, value $509,974.

    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 8,681 shares
    Change vs previous 13F -244 shares

    0.03% of the 13F portfolio, value $539,239.

    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 8,925 shares
    Change vs previous 13F -37 shares

    0.03% of the 13F portfolio, value $533,101.

    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 8,962 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $487,644.

    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).