Visionary Wealth Advisors: SCHK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on SCHK, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 102,670 SCHK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 102,670 sharesChange vs previous 13F +30,162 shares
0.15% of the 13F portfolio, value $3,702,277.
13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 72,508 sharesChange vs previous 13F +40,915 shares
0.1% of the 13F portfolio, value $2,271,668.
13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,593 sharesChange vs previous 13F +4,079 shares
0.05% of the 13F portfolio, value $1,036,255.
13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,514 sharesChange vs previous 13F -570 shares
0.04% of the 13F portfolio, value $883,736.
13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,084 sharesChange vs previous 13F -311 shares
0.04% of the 13F portfolio, value $837,471.
13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,395 sharesChange vs previous 13F -570 shares
0.05% of the 13F portfolio, value $764,385.
13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,965 sharesChange vs previous 13F +14,002 shares
0.05% of the 13F portfolio, value $819,996.
13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,963 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $827,277.
13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).