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Disclosery

Visionary Wealth Advisors: SDVY position timeline

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

Visionary Wealth Advisors held 129,935 SDVY 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 129,935 shares
    Change vs previous 13F -69,812 shares

    0.22% of the 13F portfolio, value $5,605,414.

    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 199,747 shares
    Change vs previous 13F +5,515 shares

    0.35% of the 13F portfolio, value $7,876,027.

    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 194,232 shares
    Change vs previous 13F -15,434 shares

    0.34% of the 13F portfolio, value $7,442,978.

    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 209,666 shares
    Change vs previous 13F -28,187 shares

    0.37% of the 13F portfolio, value $7,971,379.

    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 237,853 shares
    Change vs previous 13F -8,337 shares

    0.43% of the 13F portfolio, value $8,391,448.

    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 246,190 shares
    Change vs previous 13F -84,307 shares

    0.5% of the 13F portfolio, value $8,247,362.

    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 330,497 shares
    Change vs previous 13F -38,067 shares

    0.69% of the 13F portfolio, value $11,848,305.

    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 368,564 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $13,408,357.

    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).