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Visionary Wealth Advisors: SLYG position timeline

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

Visionary Wealth Advisors held 11,768 SLYG 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 11,768 shares
    Change vs previous 13F +485 shares

    0.06% of the 13F portfolio, value $1,401,878.

    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 11,283 shares
    Change vs previous 13F +1,265 shares

    0.05% of the 13F portfolio, value $1,090,134.

    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 10,018 shares
    Change vs previous 13F -684 shares

    0.04% of the 13F portfolio, value $943,606.

    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 10,702 shares
    Change vs previous 13F -228 shares

    0.05% of the 13F portfolio, value $1,009,268.

    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 10,930 shares
    Change vs previous 13F -3,633 shares

    0.05% of the 13F portfolio, value $970,072.

    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 14,563 shares
    Change vs previous 13F -4,167 shares

    0.07% of the 13F portfolio, value $1,208,737.

    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 18,730 shares
    Change vs previous 13F +601 shares

    0.1% of the 13F portfolio, value $1,692,223.

    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 18,129 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,688,028.

    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).