Skip to content
Disclosery

Visionary Wealth Advisors: SCHE position timeline

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

Visionary Wealth Advisors held 332,463 SCHE 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 332,463 shares
    Change vs previous 13F +35,069 shares

    0.48% of the 13F portfolio, value $12,055,101.

    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 297,394 shares
    Change vs previous 13F +19,128 shares

    0.43% of the 13F portfolio, value $9,799,139.

    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 278,266 shares
    Change vs previous 13F +8,484 shares

    0.41% of the 13F portfolio, value $9,113,204.

    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 269,782 shares
    Change vs previous 13F +18,860 shares

    0.42% of the 13F portfolio, value $9,002,639.

    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 250,922 shares
    Change vs previous 13F -64,364 shares

    0.39% of the 13F portfolio, value $7,562,780.

    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 315,286 shares
    Change vs previous 13F -6,713 shares

    0.52% of the 13F portfolio, value $8,692,430.

    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 321,999 shares
    Change vs previous 13F -1,768 shares

    0.5% of the 13F portfolio, value $8,574,835.

    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 323,767 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $9,447,519.

    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).