Position in PAR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,800,506
-$7,893,866 QoQ
Shares Held
360,128
+2.9% QoQ
Ownership
0.873%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PAR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Visionary Wealth Advisors holds $17,605,081 across 9 Software - Application names. PAR ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
40,754 | $8,280,397 | |
| 2 | PAR |
Par Technology Corp
This page
|
360,128 | $4,800,506 | |
| 3 | MSTR |
Strategy Inc
|
9,965 | $1,243,632 | |
| 4 | CRM |
Salesforce, Inc.
|
5,724 | $1,068,499 | |
| 5 | NOW |
ServiceNow, Inc.
|
8,025 | $839,013 | |
| 6 | UBER |
Uber Technologies, Inc
|
6,046 | $434,888 | |
| 7 | ADBE |
Adobe Inc.
|
1,645 | $399,866 | |
| 8 | SHOP |
Shopify Inc.
|
2,552 | $302,718 |
All Filings in PAR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,800,506 | 360,128 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,694,372 | 349,900 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,932,883 | 326,753 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $22,663,872 | 326,710 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,088,236 | 327,490 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $27,534,372 | 378,896 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,472,683 | 335,497 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,759,987 | 334,678 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,935,959 | 329,276 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,843,020 | 317,938 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,920,537 | 309,303 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,074,044 | 305,923 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,404,596 | 306,378 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,032,505 | 308,113 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,253,461 | 313,358 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,771,372 | 313,987 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,674,303 | 314,187 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $16,513,421 | 312,932 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,381,616 | 315,097 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $21,977,036 | 314,227 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $20,732,811 | 316,967 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $21,019,078 | 334,752 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $14,565,005 | 359,541 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $11,578,001 | 386,836 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,029,687 | 391,111 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||