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Visionary Wealth Advisors: VB position timeline

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

Visionary Wealth Advisors held 35,863 VB 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 35,863 shares
    Change vs previous 13F +70 shares

    0.43% of the 13F portfolio, value $10,870,732.

    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 35,793 shares
    Change vs previous 13F -170 shares

    0.41% of the 13F portfolio, value $9,374,783.

    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 35,963 shares
    Change vs previous 13F +664 shares

    0.42% of the 13F portfolio, value $9,276,668.

    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 35,299 shares
    Change vs previous 13F +889 shares

    0.42% of the 13F portfolio, value $8,975,711.

    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 34,410 shares
    Change vs previous 13F +4,343 shares

    0.42% of the 13F portfolio, value $8,154,426.

    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 30,067 shares
    Change vs previous 13F +4,844 shares

    0.4% of the 13F portfolio, value $6,667,247.

    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 25,223 shares
    Change vs previous 13F +2,838 shares

    0.36% of the 13F portfolio, value $6,060,670.

    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 22,385 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,309,944.

    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).