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Visionary Wealth Advisors: VIG position timeline

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

Visionary Wealth Advisors held 80,014 VIG 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 80,014 shares
    Change vs previous 13F +2,644 shares

    0.75% of the 13F portfolio, value $18,932,805.

    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 77,370 shares
    Change vs previous 13F +1,658 shares

    0.74% of the 13F portfolio, value $16,639,285.

    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 75,712 shares
    Change vs previous 13F +5,986 shares

    0.75% of the 13F portfolio, value $16,640,086.

    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 69,726 shares
    Change vs previous 13F -4,001 shares

    0.7% of the 13F portfolio, value $15,046,251.

    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 73,727 shares
    Change vs previous 13F +126 shares

    0.77% of the 13F portfolio, value $15,089,653.

    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 73,601 shares
    Change vs previous 13F +1,474 shares

    0.86% of the 13F portfolio, value $14,277,768.

    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 72,127 shares
    Change vs previous 13F +5,618 shares

    0.83% of the 13F portfolio, value $14,124,542.

    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 66,509 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $13,172,779.

    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).