Visionary Wealth Advisors PAR PAR TECHNOLOGY CORP

Ownership history in Visionary Wealth Advisors  ·  26 quarters on record

AI Ownership Summary

Visionary Wealth Advisors reported PAR TECHNOLOGY CORP (PAR) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.61% in 2024 Q4. The latest visible filing shows PAR at 0.21% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PAR 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 PAR TECHNOLOGY CORP, 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
2026 Q1

PAR was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.61% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 PAR — position size vs. price
% of Fund (quarterly)    PAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 360,128 +10,228 +2.9% 0.21% $4.8M 2026-05-13 $14.17
2025 Q4 ADDED 349,900 +23,147 +7.1% 0.57% $12.7M 2026-02-13 $20.86
2025 Q3 ADDED 326,753 +43 +0.0% 0.60% $12.9M 2025-11-13 $39.08
2025 Q2 REDUCED 326,710 -780 -0.2% 1.16% $22.7M 2025-08-14 $51.81
2025 Q1 REDUCED 13.6% +13.1% 327,490 -51,406 -13.6% 1.21% $20.1M 2025-05-14 $69.58
2024 Q4 ADDED 378,896 +43,399 +12.9% 1.61% $27.5M 2025-02-14 $67.92
2024 Q3 ADDED 335,497 +819 +0.2% 1.06% $17.5M 2024-11-12 $74.91
2024 Q2 ADDED 334,678 +5,402 +1.6% 1.03% $15.8M 2024-08-13 $51.92
2024 Q1 ADDED 329,276 +11,338 +3.6% 1.01% $14.9M 2024-05-15 $44.41
2023 Q4 ADDED 317,938 +8,635 +2.8% 1.02% $13.8M 2024-02-14 $48.70
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Visionary Wealth Advisors and PAR

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 PAR?

Visionary Wealth Advisors reported PAR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for PAR was 1.61% in 2024 Q4.

What is the latest reported PAR position on this page?

The most recent filing on this page is 2026 Q1, when Visionary Wealth Advisors reported 360,128 shares, equal to 0.21% of portfolio, with an estimated market value of $4.8M.

What does the chart on this PAR ownership page compare?

The chart compares Visionary Wealth Advisors's quarterly PAR 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.

How well did Visionary Wealth Advisors time their PAR position?

Based on 13F filing dates vs. subsequent PAR price moves, Visionary Wealth Advisors correctly timed 12 out of 25 reported position changes (48%). The annualised alpha on PAR relative to SPY over the holding period was -22.1%.

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