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Visionary Wealth Advisors: UTG position timeline

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

Visionary Wealth Advisors held 17,366 UTG 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 17,366 shares
    Change vs previous 13F +4,033 shares

    0.03% of the 13F portfolio, value $707,132.

    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 13,333 shares
    Change vs previous 13F +868 shares

    0.02% of the 13F portfolio, value $523,703.

    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 12,465 shares
    Change vs previous 13F -751 shares

    0.02% of the 13F portfolio, value $455,983.

    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 13,216 shares
    Change vs previous 13F +1,596 shares

    0.02% of the 13F portfolio, value $523,614.

    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 11,620 shares
    Change vs previous 13F +3,754 shares

    0.02% of the 13F portfolio, value $420,426.

    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 7,866 shares
    Change vs previous 13F +1,094 shares

    0.02% of the 13F portfolio, value $255,948.

    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 6,772 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $214,605.

    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).