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Visionary Wealth Advisors: SPYG position timeline

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

Visionary Wealth Advisors held 36,728 SPYG 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 36,728 shares
    Change vs previous 13F +1,901 shares

    0.17% of the 13F portfolio, value $4,370,310.

    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 34,827 shares
    Change vs previous 13F +922 shares

    0.15% of the 13F portfolio, value $3,409,932.

    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 33,905 shares
    Change vs previous 13F +14,017 shares

    0.16% of the 13F portfolio, value $3,617,623.

    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 19,888 shares
    Change vs previous 13F +2,869 shares

    0.1% of the 13F portfolio, value $2,078,456.

    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 17,019 shares
    Change vs previous 13F -4,678 shares

    0.08% of the 13F portfolio, value $1,622,254.

    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 21,697 shares
    Change vs previous 13F +7,113 shares

    0.1% of the 13F portfolio, value $1,743,806.

    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 14,584 shares
    Change vs previous 13F +107 shares

    0.08% of the 13F portfolio, value $1,281,919.

    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 14,477 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,200,706.

    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).