Visionary Wealth Advisors: PAR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on PAR, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 392,907 PAR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 392,907 sharesChange vs previous 13F +32,779 shares
0.27% of the 13F portfolio, value $6,844,440.
13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 360,128 sharesChange vs previous 13F +10,228 shares
0.21% of the 13F portfolio, value $4,800,507.
13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 349,900 sharesChange vs previous 13F +23,147 shares
0.57% of the 13F portfolio, value $12,694,372.
13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 326,753 sharesChange vs previous 13F +43 shares
0.6% of the 13F portfolio, value $12,932,884.
13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 326,710 sharesChange vs previous 13F -780 shares
1.16% of the 13F portfolio, value $22,663,873.
13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 327,490 sharesChange vs previous 13F -51,406 shares
1.21% of the 13F portfolio, value $20,088,237.
13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 378,896 sharesChange vs previous 13F +43,399 shares
1.61% of the 13F portfolio, value $27,534,372.
13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 335,497 sharesChange vs previous 13F not available
1.06% of the 13F portfolio, value $17,472,684.
13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).