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Visionary Wealth Advisors: MLPX position timeline

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

Visionary Wealth Advisors held 6,811 MLPX 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 6,811 shares
    Change vs previous 13F -33,500 shares

    0.02% of the 13F portfolio, value $501,711.

    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 40,311 shares
    Change vs previous 13F -329 shares

    0.13% of the 13F portfolio, value $2,980,590.

    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 40,640 shares
    Change vs previous 13F +3,239 shares

    0.11% of the 13F portfolio, value $2,459,954.

    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 37,401 shares
    Change vs previous 13F +4,579 shares

    0.11% of the 13F portfolio, value $2,345,413.

    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 32,822 shares
    Change vs previous 13F +21,074 shares

    0.11% of the 13F portfolio, value $2,056,606.

    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 11,748 shares
    Change vs previous 13F +7,079 shares

    0.05% of the 13F portfolio, value $749,651.

    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 4,669 shares
    Change vs previous 13F +25 shares

    0.02% of the 13F portfolio, value $282,762.

    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 4,644 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $252,771.

    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).