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Visionary Wealth Advisors: EPD position timeline

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

Visionary Wealth Advisors held 62,624 EPD 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 62,624 shares
    Change vs previous 13F -510 shares

    0.09% of the 13F portfolio, value $2,302,056.

    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 63,134 shares
    Change vs previous 13F -397 shares

    0.11% of the 13F portfolio, value $2,388,979.

    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 63,531 shares
    Change vs previous 13F -119 shares

    0.09% of the 13F portfolio, value $2,036,804.

    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 63,650 shares
    Change vs previous 13F -895 shares

    0.09% of the 13F portfolio, value $1,990,324.

    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 64,545 shares
    Change vs previous 13F +32 shares

    0.1% of the 13F portfolio, value $2,001,541.

    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 64,513 shares
    Change vs previous 13F +9 shares

    0.13% of the 13F portfolio, value $2,202,457.

    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 64,504 shares
    Change vs previous 13F +53,314 shares

    0.12% of the 13F portfolio, value $2,022,859.

    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 11,190 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $325,739.

    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).