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Disclosery

Visionary Wealth Advisors: XLP position timeline

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

Visionary Wealth Advisors held 3,826 XLP 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 3,826 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $317,853.

    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 3,825 shares
    Change vs previous 13F -36 shares

    0.01% of the 13F portfolio, value $313,559.

    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 3,861 shares
    Change vs previous 13F -1,740 shares

    0.01% of the 13F portfolio, value $299,890.

    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 5,601 shares
    Change vs previous 13F -5,554 shares

    0.02% of the 13F portfolio, value $438,938.

    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 11,155 shares
    Change vs previous 13F +5,785 shares

    0.05% of the 13F portfolio, value $903,193.

    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 5,370 shares
    Change vs previous 13F -408 shares

    0.03% of the 13F portfolio, value $438,529.

    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 5,778 shares
    Change vs previous 13F -144 shares

    0.03% of the 13F portfolio, value $454,199.

    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 5,922 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $491,488.

    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).