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Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

PBT holding history

Permian Basin Royalty Trust 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.

PBT overviewAll 13F holders of PBTFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2023
Holdings of PBT by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−8,722−100.0%Sold outHolders
Q2 20238,722$217.5K<0.1%00.0%UnchangedHolders
Q1 20238,722$212.8K<0.1%+8,722NewHolders