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Visionary Wealth Advisors: JPIE position timeline

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

Visionary Wealth Advisors held 503,272 JPIE 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 503,272 shares
    Change vs previous 13F -3,877 shares

    0.92% of the 13F portfolio, value $23,175,696.

    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 507,149 shares
    Change vs previous 13F -54,364 shares

    1.03% of the 13F portfolio, value $23,364,371.

    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 561,513 shares
    Change vs previous 13F +32,018 shares

    1.17% of the 13F portfolio, value $25,992,430.

    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 529,495 shares
    Change vs previous 13F +115,474 shares

    1.15% of the 13F portfolio, value $24,573,878.

    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 414,021 shares
    Change vs previous 13F +66,748 shares

    0.98% of the 13F portfolio, value $19,177,474.

    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 347,273 shares
    Change vs previous 13F +100,138 shares

    0.96% of the 13F portfolio, value $15,998,870.

    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 247,135 shares
    Change vs previous 13F +2,467 shares

    0.66% of the 13F portfolio, value $11,274,277.

    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 244,668 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $11,350,158.

    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).