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Disclosery

Visionary Wealth Advisors: IWO position timeline

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

Visionary Wealth Advisors held 6,685 IWO 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 6,685 shares
    Change vs previous 13F -285 shares

    0.1% of the 13F portfolio, value $2,633,543.

    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 6,970 shares
    Change vs previous 13F +43 shares

    0.1% of the 13F portfolio, value $2,187,133.

    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 6,927 shares
    Change vs previous 13F -164 shares

    0.1% of the 13F portfolio, value $2,237,458.

    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 7,091 shares
    Change vs previous 13F -192 shares

    0.11% of the 13F portfolio, value $2,269,564.

    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 7,283 shares
    Change vs previous 13F -58 shares

    0.11% of the 13F portfolio, value $2,082,049.

    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 7,341 shares
    Change vs previous 13F -382 shares

    0.11% of the 13F portfolio, value $1,875,821.

    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 7,723 shares
    Change vs previous 13F -102 shares

    0.13% of the 13F portfolio, value $2,222,839.

    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 7,825 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,222,209.

    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).