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Visionary Wealth Advisors: PSX position timeline

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

Visionary Wealth Advisors held 69,764 PSX 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 69,764 shares
    Change vs previous 13F -4 shares

    0.47% of the 13F portfolio, value $11,793,563.

    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 69,768 shares
    Change vs previous 13F -3,470 shares

    0.56% of the 13F portfolio, value $12,710,379.

    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 73,238 shares
    Change vs previous 13F -372 shares

    0.43% of the 13F portfolio, value $9,450,606.

    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 73,610 shares
    Change vs previous 13F -2,887 shares

    0.47% of the 13F portfolio, value $10,012,420.

    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 76,497 shares
    Change vs previous 13F +4,405 shares

    0.47% of the 13F portfolio, value $9,126,106.

    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 72,092 shares
    Change vs previous 13F +3,770 shares

    0.53% of the 13F portfolio, value $8,901,871.

    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 68,322 shares
    Change vs previous 13F +806 shares

    0.46% of the 13F portfolio, value $7,783,976.

    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 67,516 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $8,874,958.

    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).