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Disclosery

Visionary Wealth Advisors: XLC position timeline

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

Visionary Wealth Advisors held 4,945 XLC 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 4,945 shares
    Change vs previous 13F -1,646 shares

    0.02% of the 13F portfolio, value $529,758.

    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 6,591 shares
    Change vs previous 13F +1,409 shares

    0.03% of the 13F portfolio, value $730,679.

    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 5,182 shares
    Change vs previous 13F -364 shares

    0.03% of the 13F portfolio, value $610,026.

    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 5,546 shares
    Change vs previous 13F -259 shares

    0.03% of the 13F portfolio, value $656,481.

    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 5,805 shares
    Change vs previous 13F -231 shares

    0.03% of the 13F portfolio, value $630,017.

    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 6,036 shares
    Change vs previous 13F +1,578 shares

    0.03% of the 13F portfolio, value $582,172.

    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 4,458 shares
    Change vs previous 13F -12,864 shares

    0.03% of the 13F portfolio, value $431,582.

    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 17,322 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,565,924.

    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).