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Visionary Wealth Advisors: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on EFG, newest first. How the timeline and the estimate are built.

Visionary Wealth Advisors held 17,807 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,807 shares
    Change vs previous 13F +97 shares

    0.09% of the 13F portfolio, value $2,215,502.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,710 shares
    Change vs previous 13F -33 shares

    0.09% of the 13F portfolio, value $1,972,377.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,743 shares
    Change vs previous 13F -2,596 shares

    0.09% of the 13F portfolio, value $2,021,328.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,339 shares
    Change vs previous 13F -528 shares

    0.11% of the 13F portfolio, value $2,316,255.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,867 shares
    Change vs previous 13F +108 shares

    0.12% of the 13F portfolio, value $2,337,092.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,759 shares
    Change vs previous 13F -332 shares

    0.12% of the 13F portfolio, value $2,075,939.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,091 shares
    Change vs previous 13F -179 shares

    0.12% of the 13F portfolio, value $2,042,280.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,270 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,289,736.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).