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Visionary Wealth Advisors: SPY position timeline

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

Visionary Wealth Advisors held 8,308 SPY 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 8,308 shares
    Change vs previous 13F -404 shares

    0.24% of the 13F portfolio, value $6,204,470.

    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 8,712 shares
    Change vs previous 13F +1,054 shares

    0.25% of the 13F portfolio, value $5,665,482.

    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 7,658 shares
    Change vs previous 13F +612 shares

    0.24% of the 13F portfolio, value $5,222,034.

    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 7,046 shares
    Change vs previous 13F +55 shares

    0.22% of the 13F portfolio, value $4,694,018.

    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 6,991 shares
    Change vs previous 13F -1,342 shares

    0.22% of the 13F portfolio, value $4,319,579.

    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 8,333 shares
    Change vs previous 13F +3,333 shares

    0.28% of the 13F portfolio, value $4,661,555.

    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 5,000 shares
    Change vs previous 13F -189 shares

    0.17% of the 13F portfolio, value $2,930,469.

    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 5,189 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,976,958.

    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).