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Visionary Wealth Advisors: PVAL position timeline

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

Visionary Wealth Advisors held 172,192 PVAL 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 172,192 shares
    Change vs previous 13F -23,686 shares

    0.35% of the 13F portfolio, value $8,773,183.

    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 195,878 shares
    Change vs previous 13F +1,754 shares

    0.4% of the 13F portfolio, value $9,088,740.

    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 194,124 shares
    Change vs previous 13F +73,863 shares

    0.4% of the 13F portfolio, value $8,846,231.

    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 120,261 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,137,550.

    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).