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Visionary Wealth Advisors: IWB position timeline

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

Visionary Wealth Advisors held 12,169 IWB 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 12,169 shares
    Change vs previous 13F -248 shares

    0.2% of the 13F portfolio, value $4,983,114.

    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 12,417 shares
    Change vs previous 13F -201 shares

    0.2% of the 13F portfolio, value $4,427,550.

    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 12,618 shares
    Change vs previous 13F -112 shares

    0.21% of the 13F portfolio, value $4,712,234.

    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 12,730 shares
    Change vs previous 13F -1,081 shares

    0.22% of the 13F portfolio, value $4,652,656.

    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 13,811 shares
    Change vs previous 13F -135 shares

    0.24% of the 13F portfolio, value $4,689,654.

    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 13,946 shares
    Change vs previous 13F +59 shares

    0.26% of the 13F portfolio, value $4,277,844.

    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 13,887 shares
    Change vs previous 13F -430 shares

    0.26% of the 13F portfolio, value $4,473,990.

    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 14,317 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,501,176.

    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).