Skip to content
Disclosery

Visionary Wealth Advisors: XMMO position timeline

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

Visionary Wealth Advisors held 11,707 XMMO 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 11,707 shares
    Change vs previous 13F +2,873 shares

    0.08% of the 13F portfolio, value $1,991,854.

    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 8,834 shares
    Change vs previous 13F -7,019 shares

    0.06% of the 13F portfolio, value $1,281,081.

    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 15,853 shares
    Change vs previous 13F -218 shares

    0.1% of the 13F portfolio, value $2,195,054.

    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 16,071 shares
    Change vs previous 13F +14,334 shares

    0.1% of the 13F portfolio, value $2,173,278.

    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 1,737 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $223,431.

    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).