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Visionary Wealth Advisors: VOT position timeline

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

Visionary Wealth Advisors held 10,587 VOT 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 10,587 shares
    Change vs previous 13F +317 shares

    0.13% of the 13F portfolio, value $3,242,851.

    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 10,270 shares
    Change vs previous 13F +900 shares

    0.12% of the 13F portfolio, value $2,642,992.

    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 9,370 shares
    Change vs previous 13F +1,230 shares

    0.12% of the 13F portfolio, value $2,615,572.

    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 8,140 shares
    Change vs previous 13F -1 shares

    0.11% of the 13F portfolio, value $2,391,592.

    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 8,141 shares
    Change vs previous 13F +282 shares

    0.12% of the 13F portfolio, value $2,315,271.

    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 7,859 shares
    Change vs previous 13F +118 shares

    0.12% of the 13F portfolio, value $1,922,670.

    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 7,741 shares
    Change vs previous 13F -276 shares

    0.12% of the 13F portfolio, value $1,964,175.

    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 8,017 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,951,943.

    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).