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Disclosery

Venture Visionary Partners LLC: SCHW position timeline

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

Venture Visionary Partners LLC held 16,704 SCHW 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 16,704 shares
    Change vs previous 13F +261 shares

    0.04% of the 13F portfolio, value $1,632,734.

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

  2. period ended2026-06-30
    13F 16,443 shares
    Change vs previous 13F -4,547 shares

    0.04% of the 13F portfolio, value $1,517,217.

    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 20,990 shares
    Change vs previous 13F +1,861 shares

    0.07% of the 13F portfolio, value $1,972,652.

    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 19,129 shares
    Change vs previous 13F +9,836 shares

    0.06% of the 13F portfolio, value $1,911,187.

    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 9,293 shares
    Change vs previous 13F +338 shares

    0.03% of the 13F portfolio, value $887,220.

    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 8,955 shares
    Change vs previous 13F -1,089 shares

    0.03% of the 13F portfolio, value $817,082.

    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 10,044 shares
    Change vs previous 13F +2,246 shares

    0.03% of the 13F portfolio, value $786,301.

    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 7,798 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $577,148.

    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).