Visionary Wealth Advisors: RECS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on RECS, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 9,329 RECS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 9,329 sharesChange vs previous 13F +760 shares
0.02% of the 13F portfolio, value $403,760.
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 8,569 sharesChange vs previous 13F +525 shares
0.01% of the 13F portfolio, value $334,020.
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 8,044 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $328,517.
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).