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Disclosery

Visionary Wealth Advisors: SHEN position timeline

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

Visionary Wealth Advisors held 42,555 SHEN 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 42,555 shares
    Change vs previous 13F +190 shares

    0.03% of the 13F portfolio, value $641,730.

    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 42,365 shares
    Change vs previous 13F +18,090 shares

    0.03% of the 13F portfolio, value $653,269.

    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 24,275 shares
    Change vs previous 13F -11,090 shares

    0.01% of the 13F portfolio, value $280,619.

    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 35,365 shares
    Change vs previous 13F +7,205 shares

    0.02% of the 13F portfolio, value $474,599.

    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 28,160 shares
    Change vs previous 13F +310 shares

    0.02% of the 13F portfolio, value $384,666.

    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 27,850 shares
    Change vs previous 13F -8,855 shares

    0.02% of the 13F portfolio, value $350,075.

    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 36,705 shares
    Change vs previous 13F +8,355 shares

    0.03% of the 13F portfolio, value $462,850.

    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 28,350 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $400,019.

    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).