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Visionary Wealth Advisors: IDVO position timeline

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

Visionary Wealth Advisors held 91,960 IDVO 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 91,960 shares
    Change vs previous 13F +11,244 shares

    0.15% of the 13F portfolio, value $3,862,326.

    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 80,716 shares
    Change vs previous 13F +7,679 shares

    0.14% of the 13F portfolio, value $3,266,576.

    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 73,037 shares
    Change vs previous 13F +7,601 shares

    0.13% of the 13F portfolio, value $2,800,970.

    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 65,436 shares
    Change vs previous 13F +2,718 shares

    0.11% of the 13F portfolio, value $2,440,094.

    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 62,718 shares
    Change vs previous 13F +8,579 shares

    0.11% of the 13F portfolio, value $2,154,995.

    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 54,139 shares
    Change vs previous 13F +5,278 shares

    0.1% of the 13F portfolio, value $1,702,673.

    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 48,861 shares
    Change vs previous 13F +3,869 shares

    0.09% of the 13F portfolio, value $1,457,997.

    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 44,992 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,384,842.

    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).