Visionary Wealth Advisors
- SEC CIK
- 0001802984
- Latest filing
- Aug 13, 2026
EFSC holding history
Enterprise Financial Services Corp in every 13F filed by Visionary Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
EFSC overviewAll 13F holders of EFSCFull Q2 2026 holdings
- Shares (Q2 2026)
- 19,800
- Value
- $1.30M
- % of portfolio
- 0.1%
- Quarters held
- 15
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 19,800 | $1.30M | 0.1% | −11,187−36.1% | Reduced | Holders |
| Q1 2026 | 30,987 | $1.68M | 0.1% | −7,497−19.5% | Reduced | Holders |
| Q4 2025 | 38,484 | $2.08M | 0.1% | −9,603−20.0% | Reduced | Holders |
| Q3 2025 | 48,087 | $2.79M | 0.1% | −9,902−17.1% | Reduced | Holders |
| Q2 2025 | 57,989 | $3.20M | 0.2% | +52,762+1,009.4% | Added | Holders |
| Q1 2025 | 5,227 | $280.9K | <0.1% | +20.0% | Added | Holders |
| Q4 2024 | 5,225 | $294.7K | <0.1% | +20.0% | Added | Holders |
| Q3 2024 | 5,223 | $267.7K | <0.1% | −102−1.9% | Reduced | Holders |
| Q2 2024 | 5,325 | $217.8K | <0.1% | +6+0.1% | Added | Holders |
| Q1 2024 | 5,319 | $215.7K | <0.1% | +20.0% | Added | Holders |
| Q4 2023 | 5,317 | $237.4K | <0.1% | −101−1.9% | Reduced | Holders |
| Q3 2023 | 5,418 | $203.2K | <0.1% | +20.0% | Added | Holders |
| Q2 2023 | 5,416 | $211.7K | <0.1% | +3+0.1% | Added | Holders |
| Q1 2023 | 5,413 | $241.4K | <0.1% | −498−8.4% | Reduced | Holders |
| Q4 2022 | 5,911 | $289.0K | <0.1% | +5,911 | New | Holders |