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Visionary Wealth Advisors: IQLT position timeline

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

Visionary Wealth Advisors held 24,110 IQLT 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 24,110 shares
    Change vs previous 13F +878 shares

    0.05% of the 13F portfolio, value $1,194,636.

    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 23,232 shares
    Change vs previous 13F +552 shares

    0.05% of the 13F portfolio, value $1,073,993.

    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 22,680 shares
    Change vs previous 13F +1,369 shares

    0.05% of the 13F portfolio, value $1,030,789.

    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 21,311 shares
    Change vs previous 13F +455 shares

    0.04% of the 13F portfolio, value $941,724.

    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 20,856 shares
    Change vs previous 13F +967 shares

    0.05% of the 13F portfolio, value $901,388.

    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 19,889 shares
    Change vs previous 13F +1,520 shares

    0.05% of the 13F portfolio, value $789,395.

    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 18,369 shares
    Change vs previous 13F +2,180 shares

    0.04% of the 13F portfolio, value $681,855.

    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 16,189 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $671,699.

    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).