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Visionary Wealth Advisors: PWR position timeline

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

Visionary Wealth Advisors held 89,793 PWR 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 89,793 shares
    Change vs previous 13F -6,889 shares

    2.55% of the 13F portfolio, value $64,654,569.

    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 96,682 shares
    Change vs previous 13F -5,037 shares

    2.35% of the 13F portfolio, value $53,080,362.

    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 101,719 shares
    Change vs previous 13F -1,533 shares

    1.94% of the 13F portfolio, value $42,931,526.

    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 103,252 shares
    Change vs previous 13F -991 shares

    2% of the 13F portfolio, value $42,789,696.

    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 104,243 shares
    Change vs previous 13F -22,428 shares

    2.01% of the 13F portfolio, value $39,412,194.

    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 126,671 shares
    Change vs previous 13F -23,806 shares

    1.93% of the 13F portfolio, value $32,197,235.

    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 150,477 shares
    Change vs previous 13F +19,596 shares

    2.79% of the 13F portfolio, value $47,558,256.

    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 130,881 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $39,022,170.

    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).