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Visionary Wealth Advisors: INCM position timeline

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

Visionary Wealth Advisors held 25,559 INCM 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 25,559 shares
    Change vs previous 13F +706 shares

    0.03% of the 13F portfolio, value $737,506.

    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 24,853 shares
    Change vs previous 13F +1,053 shares

    0.03% of the 13F portfolio, value $714,524.

    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 23,800 shares
    Change vs previous 13F +4,108 shares

    0.03% of the 13F portfolio, value $667,352.

    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 19,692 shares
    Change vs previous 13F +825 shares

    0.03% of the 13F portfolio, value $546,257.

    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 18,867 shares
    Change vs previous 13F +136 shares

    0.03% of the 13F portfolio, value $510,353.

    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 18,731 shares
    Change vs previous 13F +1,520 shares

    0.03% of the 13F portfolio, value $498,807.

    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 17,211 shares
    Change vs previous 13F +1,600 shares

    0.03% of the 13F portfolio, value $449,207.

    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 15,611 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $424,307.

    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).