Skip to content
Disclosery

Visionary Wealth Advisors: IVV position timeline

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

Visionary Wealth Advisors held 114,825 IVV 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 114,825 shares
    Change vs previous 13F +9,514 shares

    3.4% of the 13F portfolio, value $85,991,648.

    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 105,311 shares
    Change vs previous 13F +1,944 shares

    3.04% of the 13F portfolio, value $68,790,378.

    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 103,367 shares
    Change vs previous 13F +3,684 shares

    3.2% of the 13F portfolio, value $70,799,966.

    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 99,683 shares
    Change vs previous 13F +6,789 shares

    3.11% of the 13F portfolio, value $66,718,160.

    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 92,894 shares
    Change vs previous 13F +4,799 shares

    2.95% of the 13F portfolio, value $57,677,834.

    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 88,095 shares
    Change vs previous 13F -757 shares

    2.97% of the 13F portfolio, value $49,500,468.

    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 88,852 shares
    Change vs previous 13F -858 shares

    3.07% of the 13F portfolio, value $52,305,598.

    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 89,710 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $51,746,737.

    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).