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Visionary Wealth Advisors: IWY position timeline

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

Visionary Wealth Advisors held 13,338 IWY 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 13,338 shares
    Change vs previous 13F +114 shares

    0.15% of the 13F portfolio, value $3,876,290.

    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 13,224 shares
    Change vs previous 13F +23 shares

    0.15% of the 13F portfolio, value $3,290,749.

    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 13,201 shares
    Change vs previous 13F -221 shares

    0.16% of the 13F portfolio, value $3,655,980.

    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 13,422 shares
    Change vs previous 13F -104 shares

    0.17% of the 13F portfolio, value $3,673,021.

    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 13,526 shares
    Change vs previous 13F -3,929 shares

    0.17% of the 13F portfolio, value $3,334,374.

    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 17,455 shares
    Change vs previous 13F +47 shares

    0.22% of the 13F portfolio, value $3,682,013.

    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 17,408 shares
    Change vs previous 13F +676 shares

    0.24% of the 13F portfolio, value $4,095,628.

    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 16,732 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,681,908.

    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).