Visionary Wealth Advisors: IMCG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on IMCG, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 23,915 IMCG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 23,915 sharesChange vs previous 13F -1,819 shares
0.09% of the 13F portfolio, value $2,350,835.
13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,734 sharesChange vs previous 13F -46 shares
0.09% of the 13F portfolio, value $2,027,046.
13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,780 sharesChange vs previous 13F -3,997 shares
0.09% of the 13F portfolio, value $2,058,271.
13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,777 sharesChange vs previous 13F -5,250 shares
0.11% of the 13F portfolio, value $2,463,476.
13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 35,027 sharesChange vs previous 13F +663 shares
0.14% of the 13F portfolio, value $2,810,223.
13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 34,364 sharesChange vs previous 13F -1,012 shares
0.15% of the 13F portfolio, value $2,454,592.
13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 35,376 sharesChange vs previous 13F +954 shares
0.16% of the 13F portfolio, value $2,671,961.
13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 34,422 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $2,511,785.
13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).