Skip to content
Disclosery

Visionary Wealth Advisors: SCHM position timeline

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

Visionary Wealth Advisors held 209,937 SCHM 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 209,937 shares
    Change vs previous 13F -103,465 shares

    0.31% of the 13F portfolio, value $7,740,364.

    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 313,402 shares
    Change vs previous 13F +2,596 shares

    0.43% of the 13F portfolio, value $9,702,930.

    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 310,806 shares
    Change vs previous 13F +16,059 shares

    0.42% of the 13F portfolio, value $9,345,942.

    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 294,747 shares
    Change vs previous 13F +1,459 shares

    0.41% of the 13F portfolio, value $8,736,292.

    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 293,288 shares
    Change vs previous 13F +15,835 shares

    0.42% of the 13F portfolio, value $8,226,734.

    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 277,453 shares
    Change vs previous 13F -2,819 shares

    0.44% of the 13F portfolio, value $7,269,269.

    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 280,272 shares
    Change vs previous 13F +185,294 shares

    0.46% of the 13F portfolio, value $7,766,325.

    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 94,978 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $7,891,744.

    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).