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Visionary Wealth Advisors: XMHQ position timeline

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

Visionary Wealth Advisors held 12,147 XMHQ 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 12,147 shares
    Change vs previous 13F -473 shares

    0.05% of the 13F portfolio, value $1,371,132.

    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 12,620 shares
    Change vs previous 13F -1,586 shares

    0.06% of the 13F portfolio, value $1,304,512.

    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 14,206 shares
    Change vs previous 13F +67 shares

    0.07% of the 13F portfolio, value $1,454,976.

    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 14,139 shares
    Change vs previous 13F -15,849 shares

    0.07% of the 13F portfolio, value $1,484,034.

    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 29,988 shares
    Change vs previous 13F -29,577 shares

    0.15% of the 13F portfolio, value $2,946,009.

    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 59,565 shares
    Change vs previous 13F -3,999 shares

    0.33% of the 13F portfolio, value $5,452,005.

    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 63,564 shares
    Change vs previous 13F +2,236 shares

    0.37% of the 13F portfolio, value $6,259,098.

    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 61,328 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $6,291,018.

    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).