Visionary Wealth Advisors
Position in EFSC — Enterprise Financial Services Corp
CIK 1802984
O'FALLON, IL
Position in EFSC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,676,706
-$401,430 QoQ
Shares Held
30,987
-19.5% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EFSC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Visionary Wealth Advisors holds $4,379,395 across 5 Banks - Regional names. EFSC ranks #1 (38.3% of the industry book) .
All Filings in EFSC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,676,706 | 30,987 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,078,136 | 38,484 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,788,084 | 48,087 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,195,193 | 57,989 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $280,898 | 5,227 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $294,690 | 5,225 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $267,730 | 5,223 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $217,845 | 5,325 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $215,738 | 5,319 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $237,404 | 5,317 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $203,175 | 5,418 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $211,765 | 5,416 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $241,365 | 5,413 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $289,402 | 5,911 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||