Skip to content
Disclosery

Visionary Wealth Advisors: PEP position timeline

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

Visionary Wealth Advisors held 67,457 PEP 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 67,457 shares
    Change vs previous 13F +3,910 shares

    0.36% of the 13F portfolio, value $9,133,644.

    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 63,547 shares
    Change vs previous 13F +1,177 shares

    0.44% of the 13F portfolio, value $9,868,249.

    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 62,370 shares
    Change vs previous 13F +260 shares

    0.4% of the 13F portfolio, value $8,951,327.

    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 62,110 shares
    Change vs previous 13F +1,682 shares

    0.41% of the 13F portfolio, value $8,722,730.

    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 60,428 shares
    Change vs previous 13F +8,536 shares

    0.41% of the 13F portfolio, value $7,978,862.

    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 51,892 shares
    Change vs previous 13F +5,195 shares

    0.47% of the 13F portfolio, value $7,780,746.

    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 46,697 shares
    Change vs previous 13F -827 shares

    0.42% of the 13F portfolio, value $7,100,773.

    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 47,524 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $8,081,487.

    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).