Visionary Wealth Advisors: SFLR position timeline

Visionary Wealth Advisors held 163,500 SFLR 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 163,500 shares

   Change vs previous 13F +3,374 shares

   0.25% of the 13F portfolio, value $6,307,849.

   13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 160,126 shares

   Change vs previous 13F +10,564 shares

   0.25% of the 13F portfolio, value $5,670,076.

   13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 149,562 shares

   Change vs previous 13F +65,238 shares

   0.25% of the 13F portfolio, value $5,512,868.

   13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 84,324 shares

   Change vs previous 13F +77,770 shares

   0.14% of the 13F portfolio, value $3,038,204.

   13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 6,554 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $220,025.

   13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).