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Disclosery

VCI Wealth Management LLC: SCHP position timeline

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

VCI Wealth Management LLC held 388,909 SCHP 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 388,909 shares
    Change vs previous 13F -2,561 shares

    2.58% of the 13F portfolio, value $10,306,082.

    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 391,470 shares
    Change vs previous 13F +39,447 shares

    2.89% of the 13F portfolio, value $10,417,022.

    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 352,023 shares
    Change vs previous 13F +30,063 shares

    2.59% of the 13F portfolio, value $9,325,088.

    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 321,960 shares
    Change vs previous 13F +17,481 shares

    2.63% of the 13F portfolio, value $8,676,830.

    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 304,479 shares
    Change vs previous 13F +34,442 shares

    2.84% of the 13F portfolio, value $8,123,497.

    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 270,037 shares
    Change vs previous 13F +18,038 shares

    3.05% of the 13F portfolio, value $7,261,300.

    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 251,999 shares
    Change vs previous 13F +126,037 shares

    2.76% of the 13F portfolio, value $6,509,141.

    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 125,962 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $6,755,341.

    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).