Skip to content
Disclosery

Visionary Wealth Advisors: PLTR position timeline

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

Visionary Wealth Advisors held 27,806 PLTR 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 27,806 shares
    Change vs previous 13F +3,452 shares

    0.13% of the 13F portfolio, value $3,244,170.

    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 24,354 shares
    Change vs previous 13F +4,463 shares

    0.16% of the 13F portfolio, value $3,562,559.

    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 19,891 shares
    Change vs previous 13F +430 shares

    0.16% of the 13F portfolio, value $3,535,693.

    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 19,461 shares
    Change vs previous 13F +1,240 shares

    0.17% of the 13F portfolio, value $3,550,085.

    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 18,221 shares
    Change vs previous 13F -1,378 shares

    0.13% of the 13F portfolio, value $2,483,887.

    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 19,599 shares
    Change vs previous 13F -2,820 shares

    0.1% of the 13F portfolio, value $1,654,156.

    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 22,419 shares
    Change vs previous 13F +1,101 shares

    0.1% of the 13F portfolio, value $1,695,549.

    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 21,318 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $793,030.

    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).