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Visionary Wealth Advisors: VIS position timeline

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

Visionary Wealth Advisors held 3,440 VIS 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 3,440 shares
    Change vs previous 13F +223 shares

    0.05% of the 13F portfolio, value $1,239,676.

    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 3,217 shares
    Change vs previous 13F +15 shares

    0.04% of the 13F portfolio, value $1,004,500.

    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 3,202 shares
    Change vs previous 13F -357 shares

    0.04% of the 13F portfolio, value $955,354.

    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 3,559 shares
    Change vs previous 13F -628 shares

    0.05% of the 13F portfolio, value $1,054,366.

    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 4,187 shares
    Change vs previous 13F +182 shares

    0.06% of the 13F portfolio, value $1,172,674.

    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 4,005 shares
    Change vs previous 13F -239 shares

    0.06% of the 13F portfolio, value $991,357.

    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 4,244 shares
    Change vs previous 13F -8,327 shares

    0.06% of the 13F portfolio, value $1,079,702.

    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 12,571 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,269,361.

    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).