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Disclosery

Visionary Wealth Advisors: SHLD position timeline

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

Visionary Wealth Advisors held 16,918 SHLD 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 16,918 shares
    Change vs previous 13F +9,372 shares

    0.04% of the 13F portfolio, value $1,010,204.

    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 7,546 shares
    Change vs previous 13F -454 shares

    0.02% of the 13F portfolio, value $534,594.

    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 8,000 shares
    Change vs previous 13F -127 shares

    0.02% of the 13F portfolio, value $518,320.

    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 8,127 shares
    Change vs previous 13F -886 shares

    0.03% of the 13F portfolio, value $570,841.

    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 9,013 shares
    Change vs previous 13F -4,229 shares

    0.03% of the 13F portfolio, value $543,034.

    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 13,242 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $616,415.

    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).