Skip to content
Disclosery

VICUS CAPITAL: SCHW position timeline

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

VICUS CAPITAL held 11,487 SCHW 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 11,487 shares
    Change vs previous 13F -41 shares

    0.07% of the 13F portfolio, value $1,059,876.

    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 11,528 shares
    Change vs previous 13F -1,557 shares

    0.08% of the 13F portfolio, value $1,083,371.

    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 13,085 shares
    Change vs previous 13F +7,130 shares

    0.1% of the 13F portfolio, value $1,307,372.

    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 5,955 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $568,524.

    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).