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Visionary Wealth Advisors: EFSC position timeline

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

Visionary Wealth Advisors held 19,800 EFSC 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 19,800 shares
    Change vs previous 13F -11,187 shares

    0.05% of the 13F portfolio, value $1,304,424.

    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 30,987 shares
    Change vs previous 13F -7,497 shares

    0.07% of the 13F portfolio, value $1,676,702.

    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 38,484 shares
    Change vs previous 13F -9,603 shares

    0.09% of the 13F portfolio, value $2,078,150.

    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 48,087 shares
    Change vs previous 13F -9,902 shares

    0.13% of the 13F portfolio, value $2,788,068.

    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 57,989 shares
    Change vs previous 13F +52,762 shares

    0.16% of the 13F portfolio, value $3,195,218.

    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 5,227 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $280,907.

    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 5,225 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $294,682.

    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 5,223 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $267,719.

    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).