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Visionary Wealth Advisors: SCHF position timeline

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

Visionary Wealth Advisors held 1,870,532 SCHF 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 1,870,532 shares
    Change vs previous 13F +1,829 shares

    2.05% of the 13F portfolio, value $51,813,723.

    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 1,868,703 shares
    Change vs previous 13F +45,488 shares

    2.05% of the 13F portfolio, value $46,250,397.

    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 1,823,215 shares
    Change vs previous 13F +175,145 shares

    1.98% of the 13F portfolio, value $43,830,085.

    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 1,648,070 shares
    Change vs previous 13F +111,132 shares

    1.79% of the 13F portfolio, value $38,367,071.

    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 1,536,938 shares
    Change vs previous 13F -311,362 shares

    1.73% of the 13F portfolio, value $33,966,331.

    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 1,848,300 shares
    Change vs previous 13F -22,025 shares

    2.19% of the 13F portfolio, value $36,559,376.

    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 1,870,325 shares
    Change vs previous 13F +869,944 shares

    2.03% of the 13F portfolio, value $34,601,007.

    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 1,000,381 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $41,135,679.

    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).