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Visionary Wealth Advisors: PSEP position timeline

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

Visionary Wealth Advisors held 40,866 PSEP 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 40,866 shares
    Change vs previous 13F -602 shares

    0.07% of the 13F portfolio, value $1,881,880.

    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 41,468 shares
    Change vs previous 13F -3,941 shares

    0.08% of the 13F portfolio, value $1,785,613.

    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 45,409 shares
    Change vs previous 13F -2,030 shares

    0.09% of the 13F portfolio, value $1,985,209.

    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 47,439 shares
    Change vs previous 13F -92 shares

    0.1% of the 13F portfolio, value $2,037,506.

    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 47,531 shares
    Change vs previous 13F -12,010 shares

    0.1% of the 13F portfolio, value $1,943,543.

    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 59,541 shares
    Change vs previous 13F +4,019 shares

    0.14% of the 13F portfolio, value $2,286,970.

    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 55,522 shares
    Change vs previous 13F -3,193 shares

    0.13% of the 13F portfolio, value $2,170,094.

    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 58,715 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,262,289.

    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).