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Visionary Wealth Advisors: IYW position timeline

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

Visionary Wealth Advisors held 9,810 IYW 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 9,810 shares
    Change vs previous 13F -59 shares

    0.1% of the 13F portfolio, value $2,474,407.

    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 9,869 shares
    Change vs previous 13F -120 shares

    0.08% of the 13F portfolio, value $1,790,445.

    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 9,989 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $1,994,601.

    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 9,988 shares
    Change vs previous 13F +335 shares

    0.09% of the 13F portfolio, value $1,956,235.

    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 9,653 shares
    Change vs previous 13F +18 shares

    0.09% of the 13F portfolio, value $1,672,544.

    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 9,635 shares
    Change vs previous 13F -32 shares

    0.08% of the 13F portfolio, value $1,353,088.

    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 9,667 shares
    Change vs previous 13F -1,612 shares

    0.09% of the 13F portfolio, value $1,542,152.

    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 11,279 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,710,167.

    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).