Visionary Wealth Advisors: SMMU position timeline

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

Visionary Wealth Advisors held 11,347 SMMU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 11,347 shares
Change vs previous 13F +11,347 shares
0.02% of the 13F portfolio, value $573,024.
13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 0 shares
Change vs previous 13F -8,983 shares
13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 8,983 shares
Change vs previous 13F -11,556 shares
0.03% of the 13F portfolio, value $449,312.
13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 20,539 shares
Change vs previous 13F -1,799 shares
0.06% of the 13F portfolio, value $1,023,646.
13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 22,338 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $1,128,073.
13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).