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Disclosery

Visionary Wealth Advisors: VO position timeline

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

Visionary Wealth Advisors held 267,589 VO 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 267,589 shares
    Change vs previous 13F +201,726 shares

    0.85% of the 13F portfolio, value $21,559,649.

    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 65,863 shares
    Change vs previous 13F +87 shares

    0.84% of the 13F portfolio, value $18,914,511.

    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 65,776 shares
    Change vs previous 13F +1,549 shares

    0.86% of the 13F portfolio, value $19,089,414.

    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 64,227 shares
    Change vs previous 13F +35,059 shares

    0.88% of the 13F portfolio, value $18,866,078.

    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 29,168 shares
    Change vs previous 13F +448 shares

    0.42% of the 13F portfolio, value $8,161,977.

    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 28,720 shares
    Change vs previous 13F -411 shares

    0.45% of the 13F portfolio, value $7,427,562.

    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 29,131 shares
    Change vs previous 13F -269 shares

    0.45% of the 13F portfolio, value $7,694,435.

    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 29,400 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $7,756,499.

    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).