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Visionary Wealth Advisors: PG position timeline

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

Visionary Wealth Advisors held 133,855 PG 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 133,855 shares
    Change vs previous 13F -575 shares

    0.77% of the 13F portfolio, value $19,628,513.

    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 134,430 shares
    Change vs previous 13F +1,276 shares

    0.86% of the 13F portfolio, value $19,417,141.

    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 133,154 shares
    Change vs previous 13F -1,455 shares

    0.86% of the 13F portfolio, value $19,082,289.

    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 134,609 shares
    Change vs previous 13F +2,565 shares

    0.96% of the 13F portfolio, value $20,682,620.

    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 132,044 shares
    Change vs previous 13F -788 shares

    1.07% of the 13F portfolio, value $21,037,301.

    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 132,832 shares
    Change vs previous 13F +711 shares

    1.36% of the 13F portfolio, value $22,637,269.

    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 132,121 shares
    Change vs previous 13F -280 shares

    1.3% of the 13F portfolio, value $22,150,149.

    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 132,401 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $22,931,808.

    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).