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Visionary Wealth Advisors: SMCO position timeline

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

Visionary Wealth Advisors held 139,304 SMCO 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 139,304 shares
    Change vs previous 13F -698 shares

    0.17% of the 13F portfolio, value $4,318,436.

    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 140,002 shares
    Change vs previous 13F +2,531 shares

    0.17% of the 13F portfolio, value $3,805,264.

    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 137,471 shares
    Change vs previous 13F -10,516 shares

    0.17% of the 13F portfolio, value $3,684,535.

    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 147,987 shares
    Change vs previous 13F +1,757 shares

    0.19% of the 13F portfolio, value $3,987,611.

    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 146,230 shares
    Change vs previous 13F -1,454 shares

    0.19% of the 13F portfolio, value $3,754,477.

    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 147,684 shares
    Change vs previous 13F +112 shares

    0.21% of the 13F portfolio, value $3,480,896.

    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 147,572 shares
    Change vs previous 13F +8,543 shares

    0.22% of the 13F portfolio, value $3,752,333.

    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 139,029 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,461,832.

    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).