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Visionary Wealth Advisors: IBTM position timeline

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

Visionary Wealth Advisors held 52,951 IBTM 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 52,951 shares
    Change vs previous 13F +7,247 shares

    0.05% of the 13F portfolio, value $1,201,724.

    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 45,704 shares
    Change vs previous 13F +855 shares

    0.05% of the 13F portfolio, value $1,048,011.

    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 44,849 shares
    Change vs previous 13F -1,341 shares

    0.05% of the 13F portfolio, value $1,034,891.

    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 46,190 shares
    Change vs previous 13F +10,936 shares

    0.05% of the 13F portfolio, value $1,068,375.

    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 35,254 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $811,900.

    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).