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Visionary Wealth Advisors: IEI position timeline

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

Visionary Wealth Advisors held 13,916 IEI 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 13,916 shares
    Change vs previous 13F -10,287 shares

    0.06% of the 13F portfolio, value $1,634,395.

    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 24,203 shares
    Change vs previous 13F +1,074 shares

    0.13% of the 13F portfolio, value $2,870,418.

    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 23,129 shares
    Change vs previous 13F +1,381 shares

    0.12% of the 13F portfolio, value $2,760,489.

    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 21,748 shares
    Change vs previous 13F -5,131 shares

    0.12% of the 13F portfolio, value $2,599,109.

    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 26,879 shares
    Change vs previous 13F +10,352 shares

    0.16% of the 13F portfolio, value $3,200,999.

    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 16,527 shares
    Change vs previous 13F +211 shares

    0.12% of the 13F portfolio, value $1,952,369.

    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 16,316 shares
    Change vs previous 13F +14,501 shares

    0.11% of the 13F portfolio, value $1,885,265.

    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 1,815 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $217,131.

    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).