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Venture Visionary Partners LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Venture Visionary Partners LLC on SCHD, newest first. How the timeline and the estimate are built.

Venture Visionary Partners LLC held 673,332 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 673,332 shares
    Change vs previous 13F +3,752 shares

    0.57% of the 13F portfolio, value $21,903,531.

    13F-HR 0001172661-26-004423 filed by Venture Visionary Partners LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 669,580 shares
    Change vs previous 13F -15,008 shares

    0.59% of the 13F portfolio, value $21,232,428.

    13F-HR 0001172661-26-002806 filed by Venture Visionary Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 684,588 shares
    Change vs previous 13F -7,600 shares

    0.7% of the 13F portfolio, value $21,003,169.

    13F-HR 0001172661-26-001979 filed by Venture Visionary Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 692,188 shares
    Change vs previous 13F -953 shares

    0.64% of the 13F portfolio, value $19,459,031.

    13F-HR 0001172661-26-000759 filed by Venture Visionary Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 693,141 shares
    Change vs previous 13F -580,181 shares

    0.65% of the 13F portfolio, value $18,922,790.

    13F-HR 0001172661-25-004163 filed by Venture Visionary Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,273,322 shares
    Change vs previous 13F -16,476 shares

    1.27% of the 13F portfolio, value $33,743,046.

    13F-HR 0001172661-25-002642 filed by Venture Visionary Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,289,798 shares
    Change vs previous 13F +112,715 shares

    1.51% of the 13F portfolio, value $36,062,777.

    13F-HR 0001172661-25-001797 filed by Venture Visionary Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 1,177,083 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $32,157,923.

    13F-HR/A 0001172661-25-002582 filed by Venture Visionary Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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