Visionary Wealth Advisors: VDC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on VDC, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 1,060 VDC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,060 sharesChange vs previous 13F -7 shares
0.01% of the 13F portfolio, value $239,020.
13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,067 sharesChange vs previous 13F -12 shares
0.01% of the 13F portfolio, value $239,638.
13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,079 sharesChange vs previous 13F -116 shares
0.01% of the 13F portfolio, value $227,928.
13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,195 sharesChange vs previous 13F -64 shares
0.01% of the 13F portfolio, value $255,408.
13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,259 sharesChange vs previous 13F -59 shares
0.01% of the 13F portfolio, value $275,721.
13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,318 sharesChange vs previous 13F -277 shares
0.02% of the 13F portfolio, value $288,405.
13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,595 sharesChange vs previous 13F -9,891 shares
0.02% of the 13F portfolio, value $337,163.
13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,486 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $2,509,495.
13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).