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Visionary Wealth Advisors: TOTL position timeline

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

Visionary Wealth Advisors held 152,547 TOTL 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 152,547 shares
    Change vs previous 13F +11,734 shares

    0.24% of the 13F portfolio, value $6,021,012.

    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 140,813 shares
    Change vs previous 13F +9,035 shares

    0.25% of the 13F portfolio, value $5,594,516.

    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 131,778 shares
    Change vs previous 13F +29,162 shares

    0.24% of the 13F portfolio, value $5,304,046.

    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 102,616 shares
    Change vs previous 13F +705 shares

    0.19% of the 13F portfolio, value $4,163,144.

    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 101,911 shares
    Change vs previous 13F +4,169 shares

    0.21% of the 13F portfolio, value $4,087,634.

    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 97,742 shares
    Change vs previous 13F +3,646 shares

    0.24% of the 13F portfolio, value $3,938,026.

    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 94,096 shares
    Change vs previous 13F +3,973 shares

    0.22% of the 13F portfolio, value $3,706,427.

    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 90,123 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,731,101.

    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).