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Visionary Wealth Advisors: XLF position timeline

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

Visionary Wealth Advisors held 82,078 XLF 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 82,078 shares
    Change vs previous 13F +21,488 shares

    0.17% of the 13F portfolio, value $4,400,221.

    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 60,590 shares
    Change vs previous 13F -4,867 shares

    0.13% of the 13F portfolio, value $2,991,327.

    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 65,457 shares
    Change vs previous 13F +3,993 shares

    0.16% of the 13F portfolio, value $3,585,066.

    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 61,464 shares
    Change vs previous 13F +1,653 shares

    0.15% of the 13F portfolio, value $3,311,054.

    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 59,811 shares
    Change vs previous 13F -29,104 shares

    0.16% of the 13F portfolio, value $3,132,294.

    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 88,915 shares
    Change vs previous 13F -27,631 shares

    0.27% of the 13F portfolio, value $4,428,833.

    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 116,546 shares
    Change vs previous 13F -107,478 shares

    0.33% of the 13F portfolio, value $5,632,659.

    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 224,024 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $10,152,782.

    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).