Skip to content
Disclosery

Visionary Wealth Advisors: UCON position timeline

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

Visionary Wealth Advisors held 590,042 UCON 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 590,042 shares
    Change vs previous 13F -71,321 shares

    0.58% of the 13F portfolio, value $14,680,252.

    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 661,363 shares
    Change vs previous 13F -14,265 shares

    0.72% of the 13F portfolio, value $16,381,967.

    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 675,628 shares
    Change vs previous 13F +43,138 shares

    0.77% of the 13F portfolio, value $17,005,568.

    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 632,490 shares
    Change vs previous 13F -6,092 shares

    0.74% of the 13F portfolio, value $15,931,467.

    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 638,582 shares
    Change vs previous 13F +58,993 shares

    0.81% of the 13F portfolio, value $15,894,317.

    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 579,589 shares
    Change vs previous 13F +180,960 shares

    0.86% of the 13F portfolio, value $14,344,829.

    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 398,629 shares
    Change vs previous 13F +102,727 shares

    0.58% of the 13F portfolio, value $9,826,207.

    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 295,902 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $7,436,020.

    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).