Skip to content
Disclosery

VICUS CAPITAL: SCHD position timeline

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

VICUS CAPITAL held 16,088 SCHD 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 16,088 shares
    Change vs previous 13F +4,409 shares

    0.03% of the 13F portfolio, value $510,149.

    13F-HR 0001544806-26-000005 filed by VICUS CAPITAL
    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 11,679 shares
    Change vs previous 13F +421 shares

    0.03% of the 13F portfolio, value $358,318.

    13F-HR 0001544806-26-000004 filed by VICUS CAPITAL
    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 11,258 shares
    Change vs previous 13F +1,268 shares

    0.02% of the 13F portfolio, value $308,810.

    13F-HR 0001544806-26-000001 filed by VICUS CAPITAL
    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 9,990 shares
    Change vs previous 13F +9,990 shares

    0.02% of the 13F portfolio, value $272,727.

    13F-HR 0001544806-25-000008 filed by VICUS CAPITAL
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -43,752 shares

    13F-HR 0001544806-25-000004 filed by VICUS CAPITAL
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 43,752 shares
    Change vs previous 13F +30,608 shares

    0.11% of the 13F portfolio, value $1,195,292.

    13F-HR 0001544806-25-000003 filed by VICUS CAPITAL
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 13,144 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,111,085.

    13F-HR 0001544806-24-000005 filed by VICUS CAPITAL
    Filed (acceptance time not in the bulk data set), ingested

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