Position in RF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$454,696
-$29,960 QoQ
Shares Held
17,408
-2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Visionary Wealth Advisors holds $4,379,395 across 5 Banks - Regional names. RF ranks #4 (10.4% of the industry book) .
All Filings in RF
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $454,696 | 17,408 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $484,656 | 17,884 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $428,670 | 16,256 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $375,285 | 15,956 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $346,723 | 15,956 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $375,285 | 15,956 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $293,164 | 12,566 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $266,652 | 13,306 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $248,250 | 11,799 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $228,664 | 11,799 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $202,942 | 11,799 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $208,476 | 11,699 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $228,919 | 12,334 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $265,921 | 12,334 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $209,510 | 10,439 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $194,343 | 10,365 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $277,381 | 12,461 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $272,042 | 12,479 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||