Skip to content
Disclosery

Visionary Wealth Advisors: HD position timeline

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

Visionary Wealth Advisors held 59,221 HD 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 59,221 shares
    Change vs previous 13F +2,192 shares

    0.82% of the 13F portfolio, value $20,886,119.

    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 57,029 shares
    Change vs previous 13F +1,935 shares

    0.83% of the 13F portfolio, value $18,756,185.

    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 55,094 shares
    Change vs previous 13F -934 shares

    0.86% of the 13F portfolio, value $18,957,955.

    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 56,028 shares
    Change vs previous 13F +2,465 shares

    1.06% of the 13F portfolio, value $22,702,069.

    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 53,563 shares
    Change vs previous 13F +25,983 shares

    1% of the 13F portfolio, value $19,638,374.

    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 27,580 shares
    Change vs previous 13F +406 shares

    0.61% of the 13F portfolio, value $10,107,751.

    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 27,174 shares
    Change vs previous 13F +426 shares

    0.62% of the 13F portfolio, value $10,570,250.

    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 26,748 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $10,838,125.

    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).