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Visionary Wealth Advisors: SPYV position timeline

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

Visionary Wealth Advisors held 87,737 SPYV 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 87,737 shares
    Change vs previous 13F +13,916 shares

    0.21% of the 13F portfolio, value $5,333,558.

    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 73,821 shares
    Change vs previous 13F +6,363 shares

    0.18% of the 13F portfolio, value $4,176,772.

    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 67,458 shares
    Change vs previous 13F +7 shares

    0.17% of the 13F portfolio, value $3,832,264.

    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 67,451 shares
    Change vs previous 13F -349,326 shares

    0.17% of the 13F portfolio, value $3,732,062.

    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 416,777 shares
    Change vs previous 13F +17,762 shares

    1.11% of the 13F portfolio, value $21,814,117.

    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 399,015 shares
    Change vs previous 13F +21,533 shares

    1.22% of the 13F portfolio, value $20,377,683.

    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 377,482 shares
    Change vs previous 13F +327,757 shares

    1.13% of the 13F portfolio, value $19,304,418.

    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 49,725 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,628,457.

    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).