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Visionary Wealth Advisors: FVD position timeline

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

Visionary Wealth Advisors held 4,554 FVD 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 4,554 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $219,404.

    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 4,552 shares
    Change vs previous 13F +72 shares

    0.01% of the 13F portfolio, value $214,080.

    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 4,480 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $206,453.

    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 4,478 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $207,074.

    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).