MESO β€” MESOBLAST LTD

Ownership history in Visionary Wealth Advisors  Β·  4 quarters on record

AI Ownership Summary

Visionary Wealth Advisors reported MESOBLAST LTD (MESO) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows MESO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MESO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Visionary Wealth Advisors's position in MESOBLAST LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MESO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Visionary Wealth Advisors held MESO β€” position size vs. price
% of Fund (quarterly)    MESO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,325 -576 -5.3% 0.01% $186K 2026-02-14 (Est.) $16.67
2025 Q3 UNCHANGED 10,901 β€” 0% 0.01% $176K 2025-11-13 $14.92
2025 Q2 UNCHANGED 10,901 β€” 0% 0.01% $119K 2025-08-14 $15.86
2025 Q1 INITIATED 10,901 β€” β€” 0.01% $136K 2025-05-14 $11.54

🏒 Other funds also holding MESO

As of 2026 Q1 β€” sorted by position size

GAMMA Investing LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Visionary Wealth Advisors and MESO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Visionary Wealth Advisors reported owning MESO?

Visionary Wealth Advisors reported MESO across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported MESO position in Visionary Wealth Advisors's portfolio?

The largest reported portfolio weight for MESO was 0.01% in 2025 Q4.

What is the latest reported MESO position on this page?

The most recent filing on this page is 2025 Q4, when Visionary Wealth Advisors reported 10,325 shares, equal to 0.01% of portfolio, with an estimated market value of $186K.

What does the chart on this MESO ownership page compare?

The chart compares Visionary Wealth Advisors's quarterly MESO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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