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Disclosery

Visionary Wealth Advisors: UTF position timeline

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

Visionary Wealth Advisors held 10,926 UTF 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 10,926 shares
    Change vs previous 13F -58 shares

    0.01% of the 13F portfolio, value $301,462.

    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 10,984 shares
    Change vs previous 13F +123 shares

    0.01% of the 13F portfolio, value $284,271.

    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 10,861 shares
    Change vs previous 13F +817 shares

    0.01% of the 13F portfolio, value $261,855.

    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 10,044 shares
    Change vs previous 13F +520 shares

    0.01% of the 13F portfolio, value $249,101.

    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 9,524 shares
    Change vs previous 13F +822 shares

    0.01% of the 13F portfolio, value $256,679.

    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 8,702 shares
    Change vs previous 13F +118 shares

    0.01% of the 13F portfolio, value $222,326.

    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 8,584 shares
    Change vs previous 13F +312 shares

    0.01% of the 13F portfolio, value $206,357.

    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 8,272 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $215,332.

    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).