Enterprise Financial Services shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Enterprise Financial Services (EFSC) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Enterprise Financial Services
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All positions including Enterprise Financial Services held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Enterprise Financial Services by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 48k | 57.98 |
| 2025-06-30 | $3.2M | 58k | 55.10 |
| 2025-03-31 | $281k | 5.2k | 53.74 |
| 2024-12-31 | $295k | 5.2k | 56.40 |
| 2024-09-30 | $268k | 5.2k | 51.26 |
| 2024-06-30 | $218k | 5.3k | 40.91 |
| 2024-03-31 | $216k | 5.3k | 40.56 |
| 2023-12-31 | $237k | 5.3k | 44.65 |
| 2023-09-30 | $203k | 5.4k | 37.50 |
| 2023-06-30 | $212k | 5.4k | 39.10 |
| 2023-03-31 | $241k | 5.4k | 44.52 |
| 2022-12-31 | $289k | 5.9k | 48.89 |
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