Visionary Wealth Advisors: HODL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on HODL, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 19,218 HODL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 19,218 sharesChange vs previous 13F -41,468 shares
0.01% of the 13F portfolio, value $319,211.
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 60,686 sharesChange vs previous 13F +14,128 shares
0.05% of the 13F portfolio, value $1,162,744.
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 46,558 sharesChange vs previous 13F +6,095 shares
0.05% of the 13F portfolio, value $1,151,380.
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 40,463 sharesChange vs previous 13F -7,084 shares
0.06% of the 13F portfolio, value $1,309,788.
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 47,547 sharesChange vs previous 13F +8,901 shares
0.07% of the 13F portfolio, value $1,448,758.
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 38,646 sharesChange vs previous 13F +30,083 shares
0.05% of the 13F portfolio, value $900,838.
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 8,563 sharesChange vs previous 13F +883 shares
0.05% of the 13F portfolio, value $905,195.
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 7,680 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $551,654.
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).