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Visionary Wealth Advisors: VIOO position timeline

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

Visionary Wealth Advisors held 50,221 VIOO 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 50,221 shares
    Change vs previous 13F -5,110 shares

    0.27% of the 13F portfolio, value $6,907,359.

    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 55,331 shares
    Change vs previous 13F +3,711 shares

    0.28% of the 13F portfolio, value $6,353,616.

    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 51,620 shares
    Change vs previous 13F +28,262 shares

    0.26% of the 13F portfolio, value $5,727,731.

    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 23,358 shares
    Change vs previous 13F +10,026 shares

    0.12% of the 13F portfolio, value $2,580,359.

    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 13,332 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,349,599.

    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).