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Visionary Wealth Advisors: ROL position timeline

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

Visionary Wealth Advisors held 65,961 ROL 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 65,961 shares
    Change vs previous 13F +448 shares

    0.11% of the 13F portfolio, value $2,753,213.

    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 65,513 shares
    Change vs previous 13F +9,113 shares

    0.15% of the 13F portfolio, value $3,499,050.

    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 56,400 shares
    Change vs previous 13F +1,157 shares

    0.15% of the 13F portfolio, value $3,385,128.

    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 55,243 shares
    Change vs previous 13F +585 shares

    0.15% of the 13F portfolio, value $3,244,974.

    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 54,658 shares
    Change vs previous 13F +1,822 shares

    0.16% of the 13F portfolio, value $3,083,805.

    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 52,836 shares
    Change vs previous 13F +755 shares

    0.17% of the 13F portfolio, value $2,854,729.

    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 52,081 shares
    Change vs previous 13F -1,629 shares

    0.14% of the 13F portfolio, value $2,413,954.

    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 53,710 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,716,652.

    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).