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Livermore
Livermore
ZHEN

Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

STAG holding history

STAG Industrial, Inc. 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.

STAG overviewAll 13F holders of STAGFull Q2 2026 holdings

Shares (Q2 2026)
5,654
Value
$215.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of STAG by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,654$215.2K<0.1%−676−10.7%ReducedHolders
Q1 20266,330$228.2K<0.1%−197−3.0%ReducedHolders
Q4 20256,527$239.9K<0.1%−591−8.3%ReducedHolders
Q3 20257,118$251.2K<0.1%−156−2.1%ReducedHolders
Q2 20257,274$263.9K<0.1%−589−7.5%ReducedHolders
Q1 20257,863$284.0K<0.1%−131−1.6%ReducedHolders
Q4 20247,994$270.4K<0.1%−690−7.9%ReducedHolders
Q3 20248,684$339.4K<0.1%+9+0.1%AddedHolders
Q2 20248,675$312.8K<0.1%−227−2.5%ReducedHolders
Q1 20248,902$342.2K<0.1%−994−10.0%ReducedHolders
Q4 20239,896$388.5K<0.1%−194−1.9%ReducedHolders
Q3 202310,090$348.2K<0.1%−799−7.3%ReducedHolders
Q2 202310,889$390.7K<0.1%+20.0%AddedHolders
Q1 202310,887$368.2K<0.1%+30+0.3%AddedHolders
Q4 202210,857$351.0K<0.1%+325+3.1%AddedHolders
Q3 202210,532$299.0K<0.1%−60−0.6%ReducedHolders
Q2 202210,592$327.0K<0.1%+1,675+18.8%AddedHolders
Q1 20228,917$369.0K<0.1%+515+6.1%AddedHolders
Q4 20218,402$403.0K<0.1%−200−2.3%ReducedHolders
Q3 20218,602$338.0K<0.1%−175−2.0%ReducedHolders
Q2 20218,777$329.0K<0.1%+200+2.3%AddedHolders
Q1 20218,577$288.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.