Visionary Wealth Advisors: NJUL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on NJUL, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 7,108 NJUL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 7,108 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $550,373.
13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,108 sharesChange vs previous 13F -137 shares
0.02% of the 13F portfolio, value $507,616.
13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,245 sharesChange vs previous 13F -999 shares
0.02% of the 13F portfolio, value $526,132.
13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,244 sharesChange vs previous 13F -200 shares
0.03% of the 13F portfolio, value $586,202.
13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,444 sharesChange vs previous 13F -591 shares
0.03% of the 13F portfolio, value $574,699.
13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,035 sharesChange vs previous 13F -90 shares
0.03% of the 13F portfolio, value $542,341.
13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,125 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $572,868.
13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,125 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $554,983.
13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).