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Visionary Wealth Advisors: FMB position timeline

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

Visionary Wealth Advisors held 4,224 FMB 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 4,224 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $216,977.

    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 4,222 shares
    Change vs previous 13F -498 shares

    0.01% of the 13F portfolio, value $213,891.

    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 4,720 shares
    Change vs previous 13F -28,560 shares

    0.01% of the 13F portfolio, value $241,367.

    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 33,280 shares
    Change vs previous 13F -34,526 shares

    0.08% of the 13F portfolio, value $1,687,350.

    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 67,806 shares
    Change vs previous 13F -4,158 shares

    0.17% of the 13F portfolio, value $3,378,095.

    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 71,964 shares
    Change vs previous 13F +2,116 shares

    0.22% of the 13F portfolio, value $3,628,583.

    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 69,848 shares
    Change vs previous 13F +10,549 shares

    0.21% of the 13F portfolio, value $3,562,946.

    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 59,299 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,081,176.

    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).