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Visionary Wealth Advisors: IJR position timeline

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

Visionary Wealth Advisors held 33,825 IJR 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 33,825 shares
    Change vs previous 13F +3,556 shares

    0.2% of the 13F portfolio, value $5,016,515.

    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 30,269 shares
    Change vs previous 13F +1,565 shares

    0.17% of the 13F portfolio, value $3,762,715.

    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 28,704 shares
    Change vs previous 13F +1,300 shares

    0.16% of the 13F portfolio, value $3,449,685.

    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 27,404 shares
    Change vs previous 13F +6,808 shares

    0.15% of the 13F portfolio, value $3,256,440.

    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 20,596 shares
    Change vs previous 13F -67 shares

    0.11% of the 13F portfolio, value $2,250,987.

    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 20,663 shares
    Change vs previous 13F +3,483 shares

    0.13% of the 13F portfolio, value $2,160,715.

    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 17,180 shares
    Change vs previous 13F +490 shares

    0.12% of the 13F portfolio, value $1,979,506.

    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 16,690 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,952,045.

    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).