Skip to content
Disclosery

Visionary Wealth Advisors: SPMB position timeline

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

Visionary Wealth Advisors held 116,235 SPMB 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 116,235 shares
    Change vs previous 13F -47,325 shares

    0.1% of the 13F portfolio, value $2,593,205.

    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 163,560 shares
    Change vs previous 13F +4,348 shares

    0.16% of the 13F portfolio, value $3,662,103.

    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 159,212 shares
    Change vs previous 13F +9,217 shares

    0.16% of the 13F portfolio, value $3,568,735.

    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 149,995 shares
    Change vs previous 13F -18,121 shares

    0.16% of the 13F portfolio, value $3,365,882.

    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 168,116 shares
    Change vs previous 13F +30,110 shares

    0.19% of the 13F portfolio, value $3,715,355.

    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 138,006 shares
    Change vs previous 13F +18,610 shares

    0.18% of the 13F portfolio, value $3,043,024.

    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 119,396 shares
    Change vs previous 13F +92,316 shares

    0.15% of the 13F portfolio, value $2,572,980.

    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 27,080 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $610,115.

    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).