Visionary Wealth Advisors
Position in EFSC — Enterprise Financial Services Corp
CIK 1802984
O'FALLON, IL
Position in EFSC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,304,424
-$372,282 QoQ
Shares Held
19,800
-36.1% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#106
of 266 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EFSC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Visionary Wealth Advisors holds $4,396,278 across 5 Banks - Regional names. EFSC ranks #2 (29.7% of the industry book) .
All Filings in EFSC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,304,424 | 19,800 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||