FBY β€” TIDAL TR II

Ownership history in Visionary Wealth Advisors  Β·  7 quarters on record

AI Ownership Summary

Visionary Wealth Advisors reported TIDAL TR II (FBY) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows FBY at 0.02% 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 FBY 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 TIDAL TR II, 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

FBY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

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

Time in book
Holding Window
2024 Q2 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 FBY β€” position size vs. price
% of Fund (quarterly)    FBY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 33,479 +3,054 +10.0% 0.02% $422K 2026-02-14 (Est.) $11.15
2025 Q3 ADDED 30,425 +1,975 +6.9% 0.02% $478K 2025-11-13 $10.94
2025 Q2 ADDED 28,450 +3,018 +11.9% 0.02% $483K 2025-08-14 $13.39
2025 Q1 ADDED 25,432 +3,442 +15.7% 0.02% $411K 2025-05-14 $11.51
2024 Q4 ADDED 21,990 +2,239 +11.3% 0.02% $419K 2025-02-14 $13.29
2024 Q3 ADDED 19,751 +5,875 +42.3% 0.02% $394K 2024-11-12 $11.21
2024 Q2 INITIATED 13,876 β€” β€” 0.02% $272K 2024-08-13 $9.71

FAQ About Visionary Wealth Advisors and FBY

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 FBY?

Visionary Wealth Advisors reported FBY across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

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

The largest reported portfolio weight for FBY was 0.02% in 2025 Q1.

What is the latest reported FBY position on this page?

The most recent filing on this page is 2025 Q4, when Visionary Wealth Advisors reported 33,479 shares, equal to 0.02% of portfolio, with an estimated market value of $422K.

What does the chart on this FBY ownership page compare?

The chart compares Visionary Wealth Advisors's quarterly FBY 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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