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Visionary Wealth Advisors: IP position timeline

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

Visionary Wealth Advisors held 29,123 IP 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 29,123 shares
    Change vs previous 13F +405 shares

    0.04% of the 13F portfolio, value $1,109,587.

    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 28,718 shares
    Change vs previous 13F +4,620 shares

    0.05% of the 13F portfolio, value $1,025,233.

    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 24,098 shares
    Change vs previous 13F -13,528 shares

    0.04% of the 13F portfolio, value $949,221.

    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 37,626 shares
    Change vs previous 13F +1,130 shares

    0.08% of the 13F portfolio, value $1,745,847.

    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 36,496 shares
    Change vs previous 13F +728 shares

    0.09% of the 13F portfolio, value $1,709,108.

    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 35,768 shares
    Change vs previous 13F -1,247 shares

    0.11% of the 13F portfolio, value $1,908,223.

    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 37,015 shares
    Change vs previous 13F +1,075 shares

    0.12% of the 13F portfolio, value $1,992,147.

    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 35,940 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,755,663.

    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).