Visionary Wealth Advisors: LMBS position timeline

Visionary Wealth Advisors held 0 LMBS shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -78,056 shares

   13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 78,056 shares

   Change vs previous 13F -8,208 shares

   0.2% of the 13F portfolio, value $3,845,025.

   13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 86,264 shares

   Change vs previous 13F -4,248 shares

   0.25% of the 13F portfolio, value $4,240,750.

   13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 90,512 shares

   Change vs previous 13F -24,896 shares

   0.26% of the 13F portfolio, value $4,405,228.

   13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 115,408 shares

   Change vs previous 13F not available

   0.35% of the 13F portfolio, value $5,702,310.

   13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).