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Visionary Wealth Advisors: VCSH position timeline

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

Visionary Wealth Advisors held 61,838 VCSH 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 61,838 shares
    Change vs previous 13F +5,410 shares

    0.19% of the 13F portfolio, value $4,887,090.

    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 56,428 shares
    Change vs previous 13F +4,866 shares

    0.2% of the 13F portfolio, value $4,473,063.

    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 51,562 shares
    Change vs previous 13F +20,975 shares

    0.19% of the 13F portfolio, value $4,111,027.

    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 30,587 shares
    Change vs previous 13F +3,232 shares

    0.11% of the 13F portfolio, value $2,444,826.

    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 27,355 shares
    Change vs previous 13F +1,537 shares

    0.11% of the 13F portfolio, value $2,174,743.

    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 25,818 shares
    Change vs previous 13F +6,511 shares

    0.12% of the 13F portfolio, value $2,038,111.

    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 19,307 shares
    Change vs previous 13F +1,466 shares

    0.09% of the 13F portfolio, value $1,506,121.

    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 17,841 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,416,922.

    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).