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Visionary Wealth Advisors: FRDM position timeline

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

Visionary Wealth Advisors held 46,940 FRDM 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 46,940 shares
    Change vs previous 13F +23,502 shares

    0.14% of the 13F portfolio, value $3,421,911.

    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 23,438 shares
    Change vs previous 13F +14,904 shares

    0.06% of the 13F portfolio, value $1,280,890.

    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 8,534 shares
    Change vs previous 13F +3,357 shares

    0.02% of the 13F portfolio, value $437,541.

    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 5,177 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $229,387.

    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).