Skip to content
Disclosery

Visionary Wealth Advisors: IOO position timeline

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

Visionary Wealth Advisors held 10,713 IOO 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 10,713 shares
    Change vs previous 13F -136 shares

    0.06% of the 13F portfolio, value $1,463,370.

    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 10,849 shares
    Change vs previous 13F +391 shares

    0.06% of the 13F portfolio, value $1,312,376.

    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 10,458 shares
    Change vs previous 13F -443 shares

    0.06% of the 13F portfolio, value $1,324,691.

    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 10,901 shares
    Change vs previous 13F -10,488 shares

    0.06% of the 13F portfolio, value $1,308,230.

    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 21,389 shares
    Change vs previous 13F +1,735 shares

    0.12% of the 13F portfolio, value $2,305,950.

    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 19,654 shares
    Change vs previous 13F -781 shares

    0.11% of the 13F portfolio, value $1,892,517.

    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 20,435 shares
    Change vs previous 13F -84 shares

    0.12% of the 13F portfolio, value $2,059,270.

    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 20,519 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,034,685.

    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).