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Visionary Wealth Advisors: VTV position timeline

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

Visionary Wealth Advisors held 122,060 VTV 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 122,060 shares
    Change vs previous 13F +14,606 shares

    1.05% of the 13F portfolio, value $26,600,582.

    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 107,454 shares
    Change vs previous 13F +978 shares

    0.93% of the 13F portfolio, value $21,082,404.

    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 106,476 shares
    Change vs previous 13F +7,466 shares

    0.92% of the 13F portfolio, value $20,335,865.

    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 99,010 shares
    Change vs previous 13F +3,841 shares

    0.86% of the 13F portfolio, value $18,464,364.

    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 95,169 shares
    Change vs previous 13F +20,068 shares

    0.86% of the 13F portfolio, value $16,820,207.

    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 75,101 shares
    Change vs previous 13F +4,618 shares

    0.78% of the 13F portfolio, value $12,972,949.

    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 70,483 shares
    Change vs previous 13F +1,820 shares

    0.7% of the 13F portfolio, value $11,932,808.

    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 68,663 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $11,986,460.

    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).