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Visionary Wealth Advisors: SPGP position timeline

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

Visionary Wealth Advisors held 15,546 SPGP 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 15,546 shares
    Change vs previous 13F +291 shares

    0.08% of the 13F portfolio, value $1,901,121.

    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 15,255 shares
    Change vs previous 13F +33 shares

    0.07% of the 13F portfolio, value $1,641,744.

    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 15,222 shares
    Change vs previous 13F -1,709 shares

    0.08% of the 13F portfolio, value $1,733,177.

    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 16,931 shares
    Change vs previous 13F -29 shares

    0.09% of the 13F portfolio, value $1,923,701.

    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 16,960 shares
    Change vs previous 13F +128 shares

    0.09% of the 13F portfolio, value $1,826,592.

    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 16,832 shares
    Change vs previous 13F -765 shares

    0.1% of the 13F portfolio, value $1,681,180.

    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 17,597 shares
    Change vs previous 13F +299 shares

    0.11% of the 13F portfolio, value $1,845,573.

    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 17,298 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,810,582.

    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).