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Visionary Wealth Advisors: XLE position timeline

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

Visionary Wealth Advisors held 57,951 XLE 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 57,951 shares
    Change vs previous 13F -20,027 shares

    0.12% of the 13F portfolio, value $3,077,803.

    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 77,978 shares
    Change vs previous 13F +31,815 shares

    0.21% of the 13F portfolio, value $4,776,933.

    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 46,163 shares
    Change vs previous 13F +22,060 shares

    0.09% of the 13F portfolio, value $2,063,953.

    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 24,103 shares
    Change vs previous 13F -11,618 shares

    0.1% of the 13F portfolio, value $2,153,375.

    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 35,721 shares
    Change vs previous 13F -7,443 shares

    0.15% of the 13F portfolio, value $3,029,466.

    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 43,164 shares
    Change vs previous 13F -5,794 shares

    0.24% of the 13F portfolio, value $4,033,700.

    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 48,958 shares
    Change vs previous 13F -15,514 shares

    0.25% of the 13F portfolio, value $4,193,737.

    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 64,472 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,660,659.

    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).