Skip to content
Disclosery

Visionary Wealth Advisors: IYH position timeline

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

Visionary Wealth Advisors held 5,932 IYH 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 5,932 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $397,504.

    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 5,932 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $365,649.

    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 5,932 shares
    Change vs previous 13F -276 shares

    0.02% of the 13F portfolio, value $386,174.

    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 6,208 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $364,534.

    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 6,208 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $350,628.

    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 6,208 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $378,005.

    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 6,208 shares
    Change vs previous 13F -1,104 shares

    0.02% of the 13F portfolio, value $361,740.

    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 7,312 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $475,280.

    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).