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
- period ended2026-06-3013F 50,221 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 55,331 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 51,620 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23,358 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,332 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).