Skip to content
Disclosery

Visionary Wealth Advisors: VHT position timeline

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

Visionary Wealth Advisors held 14,435 VHT 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 14,435 shares
    Change vs previous 13F +1,128 shares

    0.17% of the 13F portfolio, value $4,316,225.

    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 13,307 shares
    Change vs previous 13F +6,246 shares

    0.16% of the 13F portfolio, value $3,623,906.

    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 7,061 shares
    Change vs previous 13F +1,419 shares

    0.09% of the 13F portfolio, value $2,032,516.

    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 5,642 shares
    Change vs previous 13F -5,695 shares

    0.07% of the 13F portfolio, value $1,464,664.

    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 11,337 shares
    Change vs previous 13F +3,526 shares

    0.14% of the 13F portfolio, value $2,815,431.

    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 7,811 shares
    Change vs previous 13F +5,365 shares

    0.12% of the 13F portfolio, value $2,067,806.

    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 2,446 shares
    Change vs previous 13F -13,001 shares

    0.04% of the 13F portfolio, value $620,537.

    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 15,447 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,359,176.

    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).