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VisionPoint Advisory Group, LLC

SEC CIK
0001750924
Latest filing
Jul 7, 2026

DFS holding history

Discover Financial Services in every 13F filed by VisionPoint Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2023
Holdings of DFS by VisionPoint Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−1,311−100.0%Sold outHolders
Q2 20241,311$171.5K0.1%−1,958−59.9%ReducedHolders
Q1 20243,269$428.5K0.2%−3,019−48.0%ReducedHolders
Q4 20236,288$706.8K0.3%+2,101+50.2%AddedHolders
Q3 20234,187$362.7K0.2%+3,789+952.0%AddedHolders
Q2 2023398$46.5K<0.1%+398NewHolders