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Livermore
Livermore
ZHEN

Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

BNY holding history

Bank of New York Mellon Corp in every 13F filed by Visionary Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BNY overviewAll 13F holders of BNYFull Q2 2026 holdings

Shares (Q2 2026)
90,673
Value
$13.1M
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of BNY by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202690,673$13.1M0.5%+511+0.6%AddedHolders
Q1 202690,162$10.7M0.5%−1,301−1.4%ReducedHolders
Q4 202591,463$10.6M0.5%−3,125−3.3%ReducedHolders
Q3 202594,588$10.3M0.5%−11,385−10.7%ReducedHolders
Q2 2025105,973$9.66M0.5%+1,407+1.3%AddedHolders
Q1 2025104,566$8.77M0.5%−16,175−13.4%ReducedHolders
Q4 2024120,741$9.28M0.5%−2,784−2.3%ReducedHolders
Q3 2024123,525$8.88M0.5%−8,945−6.8%ReducedHolders
Q2 2024132,470$7.93M0.5%+3,174+2.5%AddedHolders
Q1 2024129,296$7.45M0.5%−9,309−6.7%ReducedHolders
Q4 2023138,605$7.21M0.5%+1,217+0.9%AddedHolders
Q3 2023137,388$5.86M0.5%+3,138+2.3%AddedHolders
Q2 2023134,250$5.98M0.5%+3,891+3.0%AddedHolders
Q1 2023130,359$5.92M0.5%+868+0.7%AddedHolders
Q4 2022129,491$5.89M0.5%+8,472+7.0%AddedHolders
Q3 2022121,019$4.66M0.5%+24,790+25.8%AddedHolders
Q2 202296,229$4.01M0.4%+13,810+16.8%AddedHolders
Q1 202282,419$4.09M0.3%+10,027+13.9%AddedHolders
Q4 202172,392$4.21M0.3%+72,392NewHolders
Q3 20210$00.0%−74,139−100.0%Sold outHolders
Q2 202174,139$3.80M0.4%+3,032+4.3%AddedHolders
Q1 202171,107$3.36M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.