Visionary Wealth Advisors: SJM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on SJM, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 2,014 SJM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,014 sharesChange vs previous 13F -99 shares
0.01% of the 13F portfolio, value $226,554.
13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,113 sharesChange vs previous 13F -116 shares
0.01% of the 13F portfolio, value $203,761.
13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,229 sharesChange vs previous 13F -378 shares
0.01% of the 13F portfolio, value $218,038.
13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,607 sharesChange vs previous 13F -958 shares
0.01% of the 13F portfolio, value $283,151.
13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,565 sharesChange vs previous 13F -61,439 shares
0.02% of the 13F portfolio, value $350,044.
13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 65,004 sharesChange vs previous 13F +4,362 shares
0.46% of the 13F portfolio, value $7,697,066.
13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 60,642 sharesChange vs previous 13F +870 shares
0.39% of the 13F portfolio, value $6,677,949.
13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 59,772 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $7,238,439.
13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).