Skip to content
Disclosery

Visionary Wealth Advisors: SVOL position timeline

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

Visionary Wealth Advisors held 161,568 SVOL 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 161,568 shares
    Change vs previous 13F -16,096 shares

    0.1% of the 13F portfolio, value $2,591,546.

    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 177,664 shares
    Change vs previous 13F -10,010 shares

    0.12% of the 13F portfolio, value $2,725,368.

    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 187,674 shares
    Change vs previous 13F -13,792 shares

    0.15% of the 13F portfolio, value $3,295,564.

    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 201,466 shares
    Change vs previous 13F +12,369 shares

    0.17% of the 13F portfolio, value $3,626,395.

    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 189,097 shares
    Change vs previous 13F +23,460 shares

    0.18% of the 13F portfolio, value $3,477,489.

    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 165,637 shares
    Change vs previous 13F +61,772 shares

    0.18% of the 13F portfolio, value $3,011,278.

    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 103,865 shares
    Change vs previous 13F +15,752 shares

    0.13% of the 13F portfolio, value $2,159,344.

    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 88,113 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,934,971.

    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).