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Disclosery

Visionary Wealth Advisors: TIP position timeline

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

Visionary Wealth Advisors held 3,042 TIP 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 3,042 shares
    Change vs previous 13F -763 shares

    0.01% of the 13F portfolio, value $332,883.

    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 3,805 shares
    Change vs previous 13F -427 shares

    0.02% of the 13F portfolio, value $419,888.

    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 4,232 shares
    Change vs previous 13F -2,897 shares

    0.02% of the 13F portfolio, value $465,108.

    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 7,129 shares
    Change vs previous 13F -9,771 shares

    0.04% of the 13F portfolio, value $792,885.

    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 16,900 shares
    Change vs previous 13F -1,403 shares

    0.09% of the 13F portfolio, value $1,859,681.

    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 18,303 shares
    Change vs previous 13F -363 shares

    0.12% of the 13F portfolio, value $2,033,244.

    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 18,666 shares
    Change vs previous 13F -1,620 shares

    0.12% of the 13F portfolio, value $1,988,832.

    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 20,286 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,241,008.

    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).