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Disclosery

Visionary Wealth Advisors: IWN position timeline

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

Visionary Wealth Advisors held 15,436 IWN 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 15,436 shares
    Change vs previous 13F -1,081 shares

    0.13% of the 13F portfolio, value $3,414,474.

    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 16,517 shares
    Change vs previous 13F -107 shares

    0.14% of the 13F portfolio, value $3,131,502.

    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 16,624 shares
    Change vs previous 13F -963 shares

    0.14% of the 13F portfolio, value $3,012,474.

    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 17,587 shares
    Change vs previous 13F -689 shares

    0.15% of the 13F portfolio, value $3,109,512.

    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 18,276 shares
    Change vs previous 13F -189 shares

    0.15% of the 13F portfolio, value $2,883,284.

    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 18,465 shares
    Change vs previous 13F -143 shares

    0.17% of the 13F portfolio, value $2,787,910.

    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 18,608 shares
    Change vs previous 13F -201 shares

    0.18% of the 13F portfolio, value $3,054,954.

    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 18,809 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,137,689.

    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).