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Visionary Wealth Advisors: IWD position timeline

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

Visionary Wealth Advisors held 44,825 IWD 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 44,825 shares
    Change vs previous 13F -632 shares

    0.43% of the 13F portfolio, value $10,866,901.

    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 45,457 shares
    Change vs previous 13F -824 shares

    0.43% of the 13F portfolio, value $9,712,872.

    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 46,281 shares
    Change vs previous 13F -1,843 shares

    0.44% of the 13F portfolio, value $9,734,773.

    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 48,124 shares
    Change vs previous 13F -7,327 shares

    0.46% of the 13F portfolio, value $9,797,647.

    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 55,451 shares
    Change vs previous 13F -208 shares

    0.55% of the 13F portfolio, value $10,770,285.

    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 55,659 shares
    Change vs previous 13F -479 shares

    0.63% of the 13F portfolio, value $10,472,773.

    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 56,138 shares
    Change vs previous 13F -1,040 shares

    0.61% of the 13F portfolio, value $10,392,794.

    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 57,178 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $10,852,418.

    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).