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Visionary Wealth Advisors: VOE position timeline

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

Visionary Wealth Advisors held 21,710 VOE 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 21,710 shares
    Change vs previous 13F +256 shares

    0.17% of the 13F portfolio, value $4,289,812.

    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 21,454 shares
    Change vs previous 13F +903 shares

    0.17% of the 13F portfolio, value $3,953,483.

    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 20,551 shares
    Change vs previous 13F +702 shares

    0.16% of the 13F portfolio, value $3,645,210.

    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 19,849 shares
    Change vs previous 13F -35,553 shares

    0.16% of the 13F portfolio, value $3,465,159.

    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 55,402 shares
    Change vs previous 13F +1,598 shares

    0.47% of the 13F portfolio, value $9,111,430.

    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 53,804 shares
    Change vs previous 13F -1,639 shares

    0.52% of the 13F portfolio, value $8,637,711.

    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 55,443 shares
    Change vs previous 13F -7,217 shares

    0.53% of the 13F portfolio, value $8,968,955.

    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 62,660 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $10,506,199.

    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).