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Visionary Horizons, LLC: SCHG position timeline

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

Visionary Horizons, LLC held 976,851 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 976,851 shares
    Change vs previous 13F +4,759 shares

    13.82% of the 13F portfolio, value $33,056,660.

    13F-HR 0002003615-26-000004 filed by Visionary Horizons, 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 972,092 shares
    Change vs previous 13F -78,808 shares

    13.95% of the 13F portfolio, value $28,317,066.

    13F-HR 0002003615-26-000003 filed by Visionary Horizons, 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 1,050,900 shares
    Change vs previous 13F +42,582 shares

    17.73% of the 13F portfolio, value $34,280,389.

    13F-HR 0002003615-26-000001 filed by Visionary Horizons, 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 1,008,318 shares
    Change vs previous 13F +48,994 shares

    17.98% of the 13F portfolio, value $32,175,432.

    13F-HR 0002003615-25-000003 filed by Visionary Horizons, 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 959,324 shares
    Change vs previous 13F -23,178 shares

    17.73% of the 13F portfolio, value $28,021,859.

    13F-HR 0001085146-25-004033 filed by Visionary Horizons, 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 982,502 shares
    Change vs previous 13F -91,892 shares

    17.33% of the 13F portfolio, value $24,601,853.

    13F-HR 0001085146-25-002117 filed by Visionary Horizons, 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 1,074,394 shares
    Change vs previous 13F +812,962 shares

    19.65% of the 13F portfolio, value $29,943,369.

    13F-HR 0001085146-25-000554 filed by Visionary Horizons, 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 261,432 shares
    Change vs previous 13F not available

    18.21% of the 13F portfolio, value $27,236,074.

    13F-HR 0001085146-24-005200 filed by Visionary Horizons, LLC
    Filed (acceptance time not in the bulk data set), ingested

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