Visionary Wealth Advisors

SEC CIK: 0001802984
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

DLR holding history

Digital Realty Trust, Inc. 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.

DLR overview All 13F holders of DLR Full Q2 2026 holdings

Shares (Q2 2026): 2,532
Value: $454.7K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of DLR by Visionary Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,532	$454.7K	<0.1%	+1,126+80.1%	Added	Holders
Q1 2026	1,406	$253.3K	<0.1%	−145−9.3%	Reduced	Holders
Q4 2025	1,551	$239.9K	<0.1%	+16+1.0%	Added	Holders
Q3 2025	1,535	$265.3K	<0.1%	−4−0.3%	Reduced	Holders
Q2 2025	1,539	$268.3K	<0.1%	−6−0.4%	Reduced	Holders
Q1 2025	1,545	$221.4K	<0.1%	−439−22.1%	Reduced	Holders
Q4 2024	1,984	$351.8K	<0.1%	−43−2.1%	Reduced	Holders
Q3 2024	2,027	$328.0K	<0.1%	+10+0.5%	Added	Holders
Q2 2024	2,017	$306.8K	<0.1%	−769−27.6%	Reduced	Holders
Q1 2024	2,786	$401.4K	<0.1%	−48−1.7%	Reduced	Holders
Q4 2023	2,834	$381.4K	<0.1%	+99+3.6%	Added	Holders
Q3 2023	2,735	$331.0K	<0.1%	−264−8.8%	Reduced	Holders
Q2 2023	2,999	$341.5K	<0.1%	−175−5.5%	Reduced	Holders
Q1 2023	3,174	$312.1K	<0.1%	−41,111−92.8%	Reduced	Holders
Q4 2022	44,285	$4.44M	0.4%	+3,805+9.4%	Added	Holders
Q3 2022	40,480	$4.01M	0.4%	+5,500+15.7%	Added	Holders
Q2 2022	34,980	$4.54M	0.4%	+2,820+8.8%	Added	Holders
Q1 2022	32,160	$4.56M	0.4%	+6,379+24.7%	Added	Holders
Q4 2021	25,781	$4.56M	0.4%	+1,110+4.5%	Added	Holders
Q3 2021	24,671	$3.56M	0.4%	+50+0.2%	Added	Holders
Q2 2021	24,621	$3.70M	0.4%	+610+2.5%	Added	Holders
Q1 2021	24,011	$3.38M	0.4%	–	–	Holders

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