Skip to content
Disclosery

Visionary Wealth Advisors: VZ position timeline

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

Visionary Wealth Advisors held 236,088 VZ 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 236,088 shares
    Change vs previous 13F +9,604 shares

    0.39% of the 13F portfolio, value $9,995,968.

    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 226,484 shares
    Change vs previous 13F +1,367 shares

    0.5% of the 13F portfolio, value $11,369,522.

    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 225,117 shares
    Change vs previous 13F +6,522 shares

    0.41% of the 13F portfolio, value $9,169,019.

    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 218,595 shares
    Change vs previous 13F +408 shares

    0.45% of the 13F portfolio, value $9,607,249.

    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 218,187 shares
    Change vs previous 13F +22,020 shares

    0.48% of the 13F portfolio, value $9,440,937.

    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 196,167 shares
    Change vs previous 13F -5,241 shares

    0.53% of the 13F portfolio, value $8,898,129.

    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 201,408 shares
    Change vs previous 13F +5,545 shares

    0.47% of the 13F portfolio, value $8,054,300.

    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 195,863 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $8,796,199.

    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).