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Visionary Wealth Advisors: JCPB position timeline

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

Visionary Wealth Advisors held 286,118 JCPB 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 286,118 shares
    Change vs previous 13F +128,244 shares

    0.53% of the 13F portfolio, value $13,430,389.

    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 157,874 shares
    Change vs previous 13F -25,387 shares

    0.33% of the 13F portfolio, value $7,432,694.

    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 183,261 shares
    Change vs previous 13F +36,723 shares

    0.39% of the 13F portfolio, value $8,677,420.

    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 146,538 shares
    Change vs previous 13F +39,992 shares

    0.33% of the 13F portfolio, value $6,967,891.

    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 106,546 shares
    Change vs previous 13F -86,646 shares

    0.26% of the 13F portfolio, value $5,014,055.

    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 193,192 shares
    Change vs previous 13F -91,699 shares

    0.55% of the 13F portfolio, value $9,087,752.

    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 284,891 shares
    Change vs previous 13F -39,610 shares

    0.77% of the 13F portfolio, value $13,124,911.

    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 324,501 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $15,653,929.

    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).