Position in DEFT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$67,244
-$17,769 QoQ
Shares Held
121,600
+8.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DEFT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Visionary Wealth Advisors holds $2,636,313 across 5 Capital Markets names. DEFT ranks #4 (2.6% of the industry book) .
All Filings in DEFT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,244 | 121,600 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $85,013 | 112,600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $257,234 | 121,912 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $431,369 | 147,225 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||