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Visionary Wealth Advisors: JHMM position timeline

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

Visionary Wealth Advisors held 11,320 JHMM 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 11,320 shares
    Change vs previous 13F -48 shares

    0.03% of the 13F portfolio, value $848,567.

    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 11,368 shares
    Change vs previous 13F -92 shares

    0.03% of the 13F portfolio, value $762,992.

    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 11,460 shares
    Change vs previous 13F -210 shares

    0.03% of the 13F portfolio, value $750,429.

    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 11,670 shares
    Change vs previous 13F +2,900 shares

    0.04% of the 13F portfolio, value $754,940.

    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 8,770 shares
    Change vs previous 13F +2,111 shares

    0.03% of the 13F portfolio, value $536,117.

    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 6,659 shares
    Change vs previous 13F +584 shares

    0.02% of the 13F portfolio, value $381,567.

    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 6,075 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $362,837.

    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).