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
- period ended2026-06-3013F 3,491 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,426 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,451 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,630 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,830 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,543 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,543 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,543 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).