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Visionary Wealth Advisors: WTPI position timeline

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

Visionary Wealth Advisors held 47,191 WTPI 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 47,191 shares
    Change vs previous 13F +6,631 shares

    0.06% of the 13F portfolio, value $1,547,382.

    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 40,560 shares
    Change vs previous 13F +3,181 shares

    0.06% of the 13F portfolio, value $1,294,270.

    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 37,379 shares
    Change vs previous 13F +1,475 shares

    0.06% of the 13F portfolio, value $1,234,265.

    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 35,904 shares
    Change vs previous 13F +1,805 shares

    0.06% of the 13F portfolio, value $1,194,534.

    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 34,099 shares
    Change vs previous 13F +11,352 shares

    0.06% of the 13F portfolio, value $1,092,542.

    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 22,747 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $708,348.

    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).