Visionary Wealth Advisors
- SEC CIK
- 0001802984
- Latest filing
- Aug 13, 2026
SF holding history
Stifel Financial 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.
SF overviewAll 13F holders of SFFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −3,792−100.0% | Sold out | Holders |
| Q2 2025 | 3,792 | $393.5K | <0.1% | +605+19.0% | Added | Holders |
| Q1 2025 | 3,187 | $300.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 3,187 | $338.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 3,187 | $299.3K | <0.1% | +3,187 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −3,254−100.0% | Sold out | Holders |
| Q4 2023 | 3,254 | $225.0K | <0.1% | +3,254 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −5,074−100.0% | Sold out | Holders |
| Q4 2022 | 5,074 | $296.0K | <0.1% | −166−3.2% | Reduced | Holders |
| Q3 2022 | 5,240 | $272.0K | <0.1% | −60−1.1% | Reduced | Holders |
| Q2 2022 | 5,300 | $297.0K | <0.1% | −1,109−17.3% | Reduced | Holders |
| Q1 2022 | 6,409 | $435.0K | <0.1% | +6,409 | New | Holders |