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Visionary Wealth Advisors: SPHQ position timeline

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

Visionary Wealth Advisors held 34,537 SPHQ 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 34,537 shares
    Change vs previous 13F +794 shares

    0.12% of the 13F portfolio, value $3,111,743.

    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 33,743 shares
    Change vs previous 13F +3,400 shares

    0.11% of the 13F portfolio, value $2,537,174.

    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 30,343 shares
    Change vs previous 13F +2,035 shares

    0.1% of the 13F portfolio, value $2,277,269.

    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 28,308 shares
    Change vs previous 13F +5,401 shares

    0.1% of the 13F portfolio, value $2,074,682.

    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 22,907 shares
    Change vs previous 13F +3,679 shares

    0.08% of the 13F portfolio, value $1,632,377.

    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 19,228 shares
    Change vs previous 13F +4,288 shares

    0.08% of the 13F portfolio, value $1,275,595.

    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 14,940 shares
    Change vs previous 13F +11,247 shares

    0.06% of the 13F portfolio, value $1,001,426.

    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 3,693 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $248,441.

    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).