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Visionary Wealth Advisors: LADR position timeline

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

Visionary Wealth Advisors held 28,109 LADR 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 28,109 shares
    Change vs previous 13F -1,828 shares

    0.01% of the 13F portfolio, value $279,685.

    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 29,937 shares
    Change vs previous 13F -836 shares

    0.01% of the 13F portfolio, value $292,483.

    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 30,773 shares
    Change vs previous 13F -2,064 shares

    0.02% of the 13F portfolio, value $338,194.

    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 32,837 shares
    Change vs previous 13F -18 shares

    0.02% of the 13F portfolio, value $358,254.

    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 32,855 shares
    Change vs previous 13F -4,886 shares

    0.02% of the 13F portfolio, value $353,194.

    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 37,741 shares
    Change vs previous 13F +342 shares

    0.03% of the 13F portfolio, value $430,621.

    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 37,399 shares
    Change vs previous 13F +425 shares

    0.02% of the 13F portfolio, value $418,499.

    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 36,974 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $428,893.

    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).