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Visionary Wealth Advisors: PPA position timeline

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

Visionary Wealth Advisors held 3,491 PPA 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 3,491 shares
    Change vs previous 13F +65 shares

    0.02% of the 13F portfolio, value $616,686.

    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 3,426 shares
    Change vs previous 13F -25 shares

    0.03% of the 13F portfolio, value $567,689.

    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 3,451 shares
    Change vs previous 13F -179 shares

    0.02% of the 13F portfolio, value $540,531.

    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 3,630 shares
    Change vs previous 13F -200 shares

    0.03% of the 13F portfolio, value $564,284.

    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 3,830 shares
    Change vs previous 13F -713 shares

    0.03% of the 13F portfolio, value $542,673.

    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 4,543 shares
    Change vs previous 13F +2,000 shares

    0.03% of the 13F portfolio, value $529,487.

    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 2,543 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $291,758.

    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 2,543 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $292,369.

    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).