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Visionary Wealth Advisors: KMLM position timeline

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

Visionary Wealth Advisors held 18,095 KMLM 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 18,095 shares
    Change vs previous 13F -2,348 shares

    0.02% of the 13F portfolio, value $497,977.

    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 20,443 shares
    Change vs previous 13F -1,005 shares

    0.03% of the 13F portfolio, value $576,505.

    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 21,448 shares
    Change vs previous 13F -1,498 shares

    0.03% of the 13F portfolio, value $556,566.

    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 22,946 shares
    Change vs previous 13F -7,297 shares

    0.03% of the 13F portfolio, value $617,924.

    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 30,243 shares
    Change vs previous 13F -11,002 shares

    0.04% of the 13F portfolio, value $797,622.

    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 41,245 shares
    Change vs previous 13F +446 shares

    0.07% of the 13F portfolio, value $1,125,168.

    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 40,799 shares
    Change vs previous 13F +1,035 shares

    0.07% of the 13F portfolio, value $1,146,441.

    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 39,764 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,162,302.

    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).