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Disclosery

VCI Wealth Management LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VCI Wealth Management LLC on SCHF, newest first. How the timeline and the estimate are built.

VCI Wealth Management LLC held 18,125 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,125 shares
    Change vs previous 13F -542 shares

    0.13% of the 13F portfolio, value $502,050.

    13F-HR 0002009388-26-000002 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,667 shares
    Change vs previous 13F +1,230 shares

    0.13% of the 13F portfolio, value $462,002.

    13F-HR 0002085853-26-000440 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,437 shares
    Change vs previous 13F +2,564 shares

    0.12% of the 13F portfolio, value $419,179.

    13F-HR 0002085853-26-000098 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,873 shares
    Change vs previous 13F +1,227 shares

    0.1% of the 13F portfolio, value $346,242.

    13F-HR 0002085853-25-000098 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,646 shares
    Change vs previous 13F +2,143 shares

    0.11% of the 13F portfolio, value $301,575.

    13F-HR 0001667731-25-001009 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,503 shares
    Change vs previous 13F -4,148 shares

    0.1% of the 13F portfolio, value $227,530.

    13F-HR 0001667731-25-000595 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 15,651 shares
    Change vs previous 13F +8,114 shares

    0.12% of the 13F portfolio, value $289,544.

    13F-HR/A 0001667731-25-000238 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,537 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $309,935.

    13F-HR 0002009388-24-000005 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).