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Visionary Wealth Advisors: VBK position timeline

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

Visionary Wealth Advisors held 10,068 VBK 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 10,068 shares
    Change vs previous 13F +318 shares

    0.15% of the 13F portfolio, value $3,681,990.

    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 9,750 shares
    Change vs previous 13F +1,462 shares

    0.13% of the 13F portfolio, value $2,946,824.

    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 8,288 shares
    Change vs previous 13F +1,962 shares

    0.11% of the 13F portfolio, value $2,503,862.

    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 6,326 shares
    Change vs previous 13F +663 shares

    0.09% of the 13F portfolio, value $1,882,767.

    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 5,663 shares
    Change vs previous 13F +278 shares

    0.08% of the 13F portfolio, value $1,568,180.

    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 5,385 shares
    Change vs previous 13F -196 shares

    0.08% of the 13F portfolio, value $1,355,662.

    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 5,581 shares
    Change vs previous 13F -106 shares

    0.09% of the 13F portfolio, value $1,563,002.

    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 5,687 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,520,463.

    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).