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Visionary Wealth Advisors: IWF position timeline

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

Visionary Wealth Advisors held 218,923 IWF 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 218,923 shares
    Change vs previous 13F +168,228 shares

    1.07% of the 13F portfolio, value $27,183,660.

    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 50,695 shares
    Change vs previous 13F -167 shares

    0.96% of the 13F portfolio, value $21,616,317.

    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 50,862 shares
    Change vs previous 13F -824 shares

    1.09% of the 13F portfolio, value $24,073,072.

    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 51,686 shares
    Change vs previous 13F -3,432 shares

    1.13% of the 13F portfolio, value $24,210,122.

    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 55,118 shares
    Change vs previous 13F +647 shares

    1.2% of the 13F portfolio, value $23,401,985.

    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 54,471 shares
    Change vs previous 13F +432 shares

    1.18% of the 13F portfolio, value $19,668,957.

    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 54,039 shares
    Change vs previous 13F -201 shares

    1.27% of the 13F portfolio, value $21,700,985.

    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 54,240 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $20,360,464.

    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).