Skip to content
Disclosery

Visionary Wealth Advisors: VNQ position timeline

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

Visionary Wealth Advisors held 13,632 VNQ 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 13,632 shares
    Change vs previous 13F +753 shares

    0.05% of the 13F portfolio, value $1,314,550.

    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 12,879 shares
    Change vs previous 13F -70 shares

    0.05% of the 13F portfolio, value $1,142,377.

    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 12,949 shares
    Change vs previous 13F -344 shares

    0.05% of the 13F portfolio, value $1,145,876.

    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 13,293 shares
    Change vs previous 13F +252 shares

    0.06% of the 13F portfolio, value $1,215,213.

    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 13,041 shares
    Change vs previous 13F +148 shares

    0.06% of the 13F portfolio, value $1,161,444.

    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 12,893 shares
    Change vs previous 13F -664 shares

    0.07% of the 13F portfolio, value $1,167,289.

    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 13,557 shares
    Change vs previous 13F +882 shares

    0.07% of the 13F portfolio, value $1,207,653.

    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 12,675 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,234,793.

    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).