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Visionary Wealth Advisors: VYM position timeline

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

Visionary Wealth Advisors held 13,754 VYM 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 13,754 shares
    Change vs previous 13F +5,461 shares

    0.09% of the 13F portfolio, value $2,173,577.

    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 8,293 shares
    Change vs previous 13F +698 shares

    0.05% of the 13F portfolio, value $1,228,250.

    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 7,595 shares
    Change vs previous 13F +436 shares

    0.05% of the 13F portfolio, value $1,090,006.

    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 7,159 shares
    Change vs previous 13F +1,973 shares

    0.05% of the 13F portfolio, value $1,009,058.

    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 5,186 shares
    Change vs previous 13F +33 shares

    0.04% of the 13F portfolio, value $691,327.

    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 5,153 shares
    Change vs previous 13F +68 shares

    0.04% of the 13F portfolio, value $664,579.

    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 5,085 shares
    Change vs previous 13F +186 shares

    0.04% of the 13F portfolio, value $648,805.

    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 4,899 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $628,052.

    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).