Visionary Wealth Advisors: FMBH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on FMBH, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 28,131 FMBH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 28,131 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $1,352,820.
13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,131 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $1,158,716.
13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,131 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $1,097,109.
13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,131 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $1,065,603.
13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,131 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $1,054,632.
13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,131 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $981,772.
13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,131 sharesChange vs previous 13F +2,941 shares
0.06% of the 13F portfolio, value $1,035,783.
13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,190 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $980,143.
13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).