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Visionary Wealth Advisors: UPS position timeline

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

Visionary Wealth Advisors held 25,024 UPS 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 25,024 shares
    Change vs previous 13F -369 shares

    0.11% of the 13F portfolio, value $2,690,067.

    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 25,393 shares
    Change vs previous 13F +16,310 shares

    0.11% of the 13F portfolio, value $2,498,173.

    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 9,083 shares
    Change vs previous 13F -80,383 shares

    0.04% of the 13F portfolio, value $900,899.

    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 89,466 shares
    Change vs previous 13F +18,273 shares

    0.35% of the 13F portfolio, value $7,473,091.

    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 71,193 shares
    Change vs previous 13F +6,659 shares

    0.37% of the 13F portfolio, value $7,186,270.

    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 64,534 shares
    Change vs previous 13F +4,401 shares

    0.43% of the 13F portfolio, value $7,098,066.

    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 60,133 shares
    Change vs previous 13F -20,118 shares

    0.44% of the 13F portfolio, value $7,582,790.

    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 80,251 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $10,941,397.

    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).