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Visionary Wealth Advisors: IBIT position timeline

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

Visionary Wealth Advisors held 92,176 IBIT 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 92,176 shares
    Change vs previous 13F -10,422 shares

    0.12% of the 13F portfolio, value $3,068,540.

    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 102,598 shares
    Change vs previous 13F -17,028 shares

    0.17% of the 13F portfolio, value $3,941,816.

    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 119,626 shares
    Change vs previous 13F +7,043 shares

    0.27% of the 13F portfolio, value $5,939,431.

    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 112,583 shares
    Change vs previous 13F +10,758 shares

    0.34% of the 13F portfolio, value $7,317,895.

    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 101,825 shares
    Change vs previous 13F +13,642 shares

    0.32% of the 13F portfolio, value $6,232,709.

    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 88,183 shares
    Change vs previous 13F +10,881 shares

    0.25% of the 13F portfolio, value $4,127,846.

    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 77,302 shares
    Change vs previous 13F +34,693 shares

    0.24% of the 13F portfolio, value $4,100,871.

    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 42,609 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,539,463.

    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).