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Visionary Wealth Advisors: SCHA position timeline

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

Visionary Wealth Advisors held 635,327 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 635,327 shares
    Change vs previous 13F -151,237 shares

    0.91% of the 13F portfolio, value $22,954,351.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    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 786,564 shares
    Change vs previous 13F +62,561 shares

    1.01% of the 13F portfolio, value $22,873,289.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    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 724,003 shares
    Change vs previous 13F +12,867 shares

    0.93% of the 13F portfolio, value $20,619,594.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    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 711,136 shares
    Change vs previous 13F -16,168 shares

    0.93% of the 13F portfolio, value $19,840,702.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    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 727,304 shares
    Change vs previous 13F +111,517 shares

    0.94% of the 13F portfolio, value $18,400,780.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    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 615,787 shares
    Change vs previous 13F -5,873 shares

    0.87% of the 13F portfolio, value $14,427,888.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    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 621,660 shares
    Change vs previous 13F +275,106 shares

    0.94% of the 13F portfolio, value $16,076,122.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    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 346,554 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $17,847,518.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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