Skip to content
Disclosery

Visionary Wealth Advisors: VPU position timeline

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

Visionary Wealth Advisors held 13,310 VPU 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 13,310 shares
    Change vs previous 13F -11,306 shares

    0.1% of the 13F portfolio, value $2,605,172.

    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 24,616 shares
    Change vs previous 13F -55 shares

    0.22% of the 13F portfolio, value $4,877,325.

    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 24,671 shares
    Change vs previous 13F +326 shares

    0.21% of the 13F portfolio, value $4,565,198.

    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 24,345 shares
    Change vs previous 13F +162 shares

    0.22% of the 13F portfolio, value $4,611,204.

    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 24,183 shares
    Change vs previous 13F +1,024 shares

    0.22% of the 13F portfolio, value $4,268,542.

    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 23,159 shares
    Change vs previous 13F +12,361 shares

    0.24% of the 13F portfolio, value $3,955,822.

    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 10,798 shares
    Change vs previous 13F +4,451 shares

    0.1% of the 13F portfolio, value $1,764,609.

    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 6,347 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,104,695.

    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).