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Visionary Wealth Advisors: ZROZ position timeline

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

Visionary Wealth Advisors held 3,828 ZROZ 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 3,828 shares
    Change vs previous 13F -293 shares

    0.01% of the 13F portfolio, value $245,375.

    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 4,121 shares
    Change vs previous 13F +308 shares

    0.01% of the 13F portfolio, value $263,786.

    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 3,813 shares
    Change vs previous 13F -881 shares

    0.01% of the 13F portfolio, value $244,986.

    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 4,694 shares
    Change vs previous 13F +1,429 shares

    0.01% of the 13F portfolio, value $319,005.

    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 3,265 shares
    Change vs previous 13F -2,820 shares

    0.01% of the 13F portfolio, value $219,008.

    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 6,085 shares
    Change vs previous 13F -6,846 shares

    0.03% of the 13F portfolio, value $435,887.

    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 12,931 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $887,325.

    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).