Visionary Wealth Advisors: ITA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on ITA, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 1,133 ITA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,133 sharesChange vs previous 13F +25 shares
0.01% of the 13F portfolio, value $274,576.
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 1,108 sharesChange vs previous 13F -118 shares
0.01% of the 13F portfolio, value $242,363.
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 1,226 sharesChange vs previous 13F -789 shares
0.01% of the 13F portfolio, value $263,154.
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 2,015 sharesChange vs previous 13F +458 shares
0.02% of the 13F portfolio, value $421,605.
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 1,557 sharesChange vs previous 13F +60 shares
0.02% of the 13F portfolio, value $293,748.
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 1,497 sharesChange vs previous 13F -1,946 shares
0.01% of the 13F portfolio, value $229,217.
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 3,443 sharesChange vs previous 13F -197 shares
0.03% of the 13F portfolio, value $500,421.
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 3,640 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $544,652.
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).