Skip to content
Disclosery

Visionary Wealth Advisors: MA position timeline

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

Visionary Wealth Advisors held 5,123 MA 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 5,123 shares
    Change vs previous 13F -45 shares

    0.1% of the 13F portfolio, value $2,631,229.

    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 5,168 shares
    Change vs previous 13F -161 shares

    0.11% of the 13F portfolio, value $2,582,374.

    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 5,329 shares
    Change vs previous 13F +41 shares

    0.14% of the 13F portfolio, value $3,042,184.

    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 5,288 shares
    Change vs previous 13F -11 shares

    0.14% of the 13F portfolio, value $3,008,063.

    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 5,299 shares
    Change vs previous 13F -266 shares

    0.15% of the 13F portfolio, value $2,977,587.

    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 5,565 shares
    Change vs previous 13F +19 shares

    0.18% of the 13F portfolio, value $3,050,391.

    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 5,546 shares
    Change vs previous 13F +479 shares

    0.17% of the 13F portfolio, value $2,920,152.

    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 5,067 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,502,117.

    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).