Skip to content
Disclosery

Visionary Wealth Advisors: GBTC position timeline

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

Visionary Wealth Advisors held 31,691 GBTC 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 31,691 shares
    Change vs previous 13F -2,211 shares

    0.06% of the 13F portfolio, value $1,442,575.

    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 33,902 shares
    Change vs previous 13F -2,909 shares

    0.08% of the 13F portfolio, value $1,788,670.

    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 36,811 shares
    Change vs previous 13F -1,631 shares

    0.11% of the 13F portfolio, value $2,516,400.

    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 38,442 shares
    Change vs previous 13F +31 shares

    0.16% of the 13F portfolio, value $3,450,939.

    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 38,411 shares
    Change vs previous 13F -382 shares

    0.17% of the 13F portfolio, value $3,258,406.

    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 38,793 shares
    Change vs previous 13F -1,597 shares

    0.15% of the 13F portfolio, value $2,528,140.

    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 40,390 shares
    Change vs previous 13F +963 shares

    0.18% of the 13F portfolio, value $2,989,668.

    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 39,427 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,991,064.

    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).