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Visionary Wealth Advisors: PFEB position timeline

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

Visionary Wealth Advisors held 34,812 PFEB 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 34,812 shares
    Change vs previous 13F -3,505 shares

    0.06% of the 13F portfolio, value $1,499,005.

    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 38,317 shares
    Change vs previous 13F -5,486 shares

    0.07% of the 13F portfolio, value $1,536,512.

    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 43,803 shares
    Change vs previous 13F -809 shares

    0.08% of the 13F portfolio, value $1,783,610.

    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 44,612 shares
    Change vs previous 13F -476 shares

    0.08% of the 13F portfolio, value $1,770,651.

    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 45,088 shares
    Change vs previous 13F -6,364 shares

    0.09% of the 13F portfolio, value $1,713,795.

    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 51,452 shares
    Change vs previous 13F -663 shares

    0.11% of the 13F portfolio, value $1,843,011.

    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 52,115 shares
    Change vs previous 13F -907 shares

    0.11% of the 13F portfolio, value $1,917,832.

    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 53,022 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,910,913.

    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).