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Visionary Wealth Advisors: MUB position timeline

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

Visionary Wealth Advisors held 59,571 MUB 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 59,571 shares
    Change vs previous 13F +1,077 shares

    0.25% of the 13F portfolio, value $6,410,983.

    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 58,494 shares
    Change vs previous 13F +2,264 shares

    0.27% of the 13F portfolio, value $6,209,142.

    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 56,230 shares
    Change vs previous 13F +18,935 shares

    0.27% of the 13F portfolio, value $6,022,747.

    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 37,295 shares
    Change vs previous 13F +17,043 shares

    0.19% of the 13F portfolio, value $3,971,537.

    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 20,252 shares
    Change vs previous 13F -332 shares

    0.11% of the 13F portfolio, value $2,115,951.

    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 20,584 shares
    Change vs previous 13F +516 shares

    0.13% of the 13F portfolio, value $2,170,412.

    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 20,068 shares
    Change vs previous 13F +221 shares

    0.13% of the 13F portfolio, value $2,138,244.

    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 19,847 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,156,021.

    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).