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Visionary Wealth Advisors: SPLV position timeline

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

Visionary Wealth Advisors held 3,471 SPLV 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 3,471 shares
    Change vs previous 13F -1,137 shares

    0.01% of the 13F portfolio, value $259,977.

    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 4,608 shares
    Change vs previous 13F -1,264 shares

    0.01% of the 13F portfolio, value $337,037.

    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 5,872 shares
    Change vs previous 13F -1,252 shares

    0.02% of the 13F portfolio, value $419,355.

    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 7,124 shares
    Change vs previous 13F -12,365 shares

    0.02% of the 13F portfolio, value $523,435.

    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 19,489 shares
    Change vs previous 13F -1,380 shares

    0.07% of the 13F portfolio, value $1,419,181.

    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 20,869 shares
    Change vs previous 13F +467 shares

    0.09% of the 13F portfolio, value $1,559,345.

    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 20,402 shares
    Change vs previous 13F -646 shares

    0.08% of the 13F portfolio, value $1,428,147.

    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 21,048 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,509,781.

    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).