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Visionary Wealth Advisors: TAXF position timeline

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

Visionary Wealth Advisors held 74,571 TAXF 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 74,571 shares
    Change vs previous 13F +4,943 shares

    0.15% of the 13F portfolio, value $3,790,832.

    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 69,628 shares
    Change vs previous 13F -170 shares

    0.15% of the 13F portfolio, value $3,484,882.

    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 69,798 shares
    Change vs previous 13F -520 shares

    0.16% of the 13F portfolio, value $3,516,400.

    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 70,318 shares
    Change vs previous 13F -11,755 shares

    0.16% of the 13F portfolio, value $3,532,062.

    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 82,073 shares
    Change vs previous 13F -10,375 shares

    0.21% of the 13F portfolio, value $4,015,854.

    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 92,448 shares
    Change vs previous 13F +2,392 shares

    0.27% of the 13F portfolio, value $4,574,326.

    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 90,056 shares
    Change vs previous 13F +11,997 shares

    0.26% of the 13F portfolio, value $4,515,413.

    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 78,059 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,013,788.

    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).