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
- period ended2026-06-3013F 133,855 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 134,430 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 133,154 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 134,609 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 132,044 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 132,832 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 132,121 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 132,401 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).