DXYZ β€” DESTINY TECH100 INC

Ownership history in Visionary Wealth Advisors  Β·  3 quarters on record

AI Ownership Summary

Visionary Wealth Advisors reported DESTINY TECH100 INC (DXYZ) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows DXYZ at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DXYZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Visionary Wealth Advisors's position in DESTINY TECH100 INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DXYZ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Visionary Wealth Advisors held DXYZ β€” position size vs. price
% of Fund (quarterly)    DXYZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 7,847 +1,580 +25.2% 0.01% $240K 2026-02-14 (Est.) $30.00
2025 Q2 REDUCED 6,267 -5,838 -48.2% 0.01% $239K 2025-08-14 $28.26
2024 Q3 INITIATED 12,105 β€” β€” 0.01% $120K 2024-11-12 $30.40

FAQ About Visionary Wealth Advisors and DXYZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Visionary Wealth Advisors reported owning DXYZ?

Visionary Wealth Advisors reported DXYZ across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported DXYZ position in Visionary Wealth Advisors's portfolio?

The largest reported portfolio weight for DXYZ was 0.01% in 2025 Q2.

What is the latest reported DXYZ position on this page?

The most recent filing on this page is 2025 Q4, when Visionary Wealth Advisors reported 7,847 shares, equal to 0.01% of portfolio, with an estimated market value of $240K.

What does the chart on this DXYZ ownership page compare?

The chart compares Visionary Wealth Advisors's quarterly DXYZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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