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Visionary Wealth Advisors: RDVY position timeline

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

Visionary Wealth Advisors held 15,328 RDVY 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 15,328 shares
    Change vs previous 13F +4,241 shares

    0.05% of the 13F portfolio, value $1,242,476.

    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 11,087 shares
    Change vs previous 13F +608 shares

    0.03% of the 13F portfolio, value $756,993.

    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 10,479 shares
    Change vs previous 13F -1,109 shares

    0.03% of the 13F portfolio, value $727,989.

    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 11,588 shares
    Change vs previous 13F -66,554 shares

    0.04% of the 13F portfolio, value $779,404.

    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 78,142 shares
    Change vs previous 13F +18,534 shares

    0.25% of the 13F portfolio, value $4,902,605.

    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 59,608 shares
    Change vs previous 13F +8,643 shares

    0.21% of the 13F portfolio, value $3,489,450.

    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 50,965 shares
    Change vs previous 13F +3,948 shares

    0.18% of the 13F portfolio, value $3,014,074.

    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 47,017 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,783,902.

    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).