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Visionary Wealth Advisors: NVDY position timeline

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

Visionary Wealth Advisors held 46,308 NVDY 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 46,308 shares
    Change vs previous 13F -1,501 shares

    0.02% of the 13F portfolio, value $576,078.

    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 47,809 shares
    Change vs previous 13F +4,435 shares

    0.03% of the 13F portfolio, value $620,563.

    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 43,374 shares
    Change vs previous 13F +5,853 shares

    0.03% of the 13F portfolio, value $633,697.

    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 37,521 shares
    Change vs previous 13F +2,908 shares

    0.03% of the 13F portfolio, value $630,354.

    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 34,613 shares
    Change vs previous 13F +5,955 shares

    0.03% of the 13F portfolio, value $580,453.

    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 28,658 shares
    Change vs previous 13F +6,218 shares

    0.03% of the 13F portfolio, value $440,754.

    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 22,440 shares
    Change vs previous 13F +1,828 shares

    0.03% of the 13F portfolio, value $523,973.

    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 20,612 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $493,858.

    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).