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Visionary Wealth Advisors: IBTK position timeline

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

Visionary Wealth Advisors held 16,572 IBTK 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 16,572 shares
    Change vs previous 13F +4,521 shares

    0.01% of the 13F portfolio, value $323,817.

    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 12,051 shares
    Change vs previous 13F +133 shares

    0.01% of the 13F portfolio, value $237,646.

    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 11,918 shares
    Change vs previous 13F -527 shares

    0.01% of the 13F portfolio, value $236,513.

    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 12,445 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $247,345.

    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).