Visionary Wealth Advisors: PDEC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on PDEC, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 18,676 PDEC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 18,676 sharesChange vs previous 13F -109 shares
0.03% of the 13F portfolio, value $857,042.
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 18,785 sharesChange vs previous 13F -4,650 shares
0.04% of the 13F portfolio, value $798,363.
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 23,435 sharesChange vs previous 13F -477 shares
0.05% of the 13F portfolio, value $1,016,611.
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 23,912 sharesChange vs previous 13F -1,283 shares
0.05% of the 13F portfolio, value $1,004,783.
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 25,195 sharesChange vs previous 13F -614 shares
0.05% of the 13F portfolio, value $1,008,052.
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 25,809 sharesChange vs previous 13F -653 shares
0.06% of the 13F portfolio, value $970,418.
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 26,462 sharesChange vs previous 13F +5,243 shares
0.06% of the 13F portfolio, value $1,016,670.
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 21,219 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $812,900.
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).