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Visionary Wealth Advisors: FPEI position timeline

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

Visionary Wealth Advisors held 19,169 FPEI 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 19,169 shares
    Change vs previous 13F -84,343 shares

    0.01% of the 13F portfolio, value $369,771.

    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 103,512 shares
    Change vs previous 13F +6,719 shares

    0.09% of the 13F portfolio, value $1,966,728.

    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 96,793 shares
    Change vs previous 13F -6,479 shares

    0.08% of the 13F portfolio, value $1,876,817.

    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 103,272 shares
    Change vs previous 13F -72,772 shares

    0.09% of the 13F portfolio, value $1,997,281.

    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 176,044 shares
    Change vs previous 13F +102,315 shares

    0.17% of the 13F portfolio, value $3,343,076.

    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 73,729 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,378,732.

    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).