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Visionary Wealth Advisors: SCHG position timeline

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

Visionary Wealth Advisors held 1,402,726 SCHG 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 1,402,726 shares
    Change vs previous 13F +35,732 shares

    1.87% of the 13F portfolio, value $47,468,258.

    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 1,366,994 shares
    Change vs previous 13F +35,181 shares

    1.76% of the 13F portfolio, value $39,820,529.

    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 1,331,813 shares
    Change vs previous 13F +16,314 shares

    1.96% of the 13F portfolio, value $43,443,724.

    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 1,315,499 shares
    Change vs previous 13F -668,971 shares

    1.96% of the 13F portfolio, value $41,977,561.

    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 1,984,470 shares
    Change vs previous 13F +88,256 shares

    2.96% of the 13F portfolio, value $57,966,372.

    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 1,896,214 shares
    Change vs previous 13F -4,962 shares

    2.85% of the 13F portfolio, value $47,481,206.

    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 1,901,176 shares
    Change vs previous 13F +1,570,244 shares

    3.11% of the 13F portfolio, value $52,985,763.

    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 330,932 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $34,476,480.

    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).