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Visionary Wealth Advisors: YMAX position timeline

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

Visionary Wealth Advisors held 23,063 YMAX 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 23,063 shares
    Change vs previous 13F +575 shares

    0.01% of the 13F portfolio, value $186,351.

    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 22,488 shares
    Change vs previous 13F +2,386 shares

    0.01% of the 13F portfolio, value $176,085.

    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 20,102 shares
    Change vs previous 13F +1,872 shares

    0.01% of the 13F portfolio, value $200,616.

    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 18,230 shares
    Change vs previous 13F +865 shares

    0.01% of the 13F portfolio, value $233,531.

    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 17,365 shares
    Change vs previous 13F +2,981 shares

    0.01% of the 13F portfolio, value $238,944.

    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 14,384 shares
    Change vs previous 13F +2,722 shares

    0.01% of the 13F portfolio, value $192,174.

    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 11,662 shares
    Change vs previous 13F +501 shares

    0.01% of the 13F portfolio, value $197,666.

    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 11,161 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $198,993.

    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).