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Disclosery

Visionary Wealth Advisors: USRT position timeline

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

Visionary Wealth Advisors held 66,953 USRT 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 66,953 shares
    Change vs previous 13F -10,840 shares

    0.18% of the 13F portfolio, value $4,449,038.

    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 77,793 shares
    Change vs previous 13F +2,038 shares

    0.2% of the 13F portfolio, value $4,604,550.

    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 75,755 shares
    Change vs previous 13F -2,689 shares

    0.19% of the 13F portfolio, value $4,315,005.

    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 78,444 shares
    Change vs previous 13F +4,714 shares

    0.21% of the 13F portfolio, value $4,606,207.

    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 73,730 shares
    Change vs previous 13F +669 shares

    0.21% of the 13F portfolio, value $4,170,160.

    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 73,061 shares
    Change vs previous 13F +1,144 shares

    0.25% of the 13F portfolio, value $4,208,314.

    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 71,917 shares
    Change vs previous 13F -391 shares

    0.24% of the 13F portfolio, value $4,121,544.

    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 72,308 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,452,003.

    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).