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Visionary Wealth Advisors: JEPI position timeline

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

Visionary Wealth Advisors held 102,686 JEPI 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 102,686 shares
    Change vs previous 13F -56,521 shares

    0.23% of the 13F portfolio, value $5,799,724.

    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 159,207 shares
    Change vs previous 13F -33,462 shares

    0.4% of the 13F portfolio, value $9,023,851.

    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 192,669 shares
    Change vs previous 13F -3,628 shares

    0.5% of the 13F portfolio, value $11,028,358.

    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 196,297 shares
    Change vs previous 13F -11,293 shares

    0.52% of the 13F portfolio, value $11,208,556.

    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 207,590 shares
    Change vs previous 13F -29,658 shares

    0.6% of the 13F portfolio, value $11,801,499.

    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 237,248 shares
    Change vs previous 13F -8,134 shares

    0.81% of the 13F portfolio, value $13,556,374.

    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 245,382 shares
    Change vs previous 13F +18,547 shares

    0.83% of the 13F portfolio, value $14,116,817.

    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 226,835 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $13,498,974.

    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).