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Visionary Wealth Advisors: SCHP position timeline

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

Visionary Wealth Advisors held 19,795 SCHP 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 19,795 shares
    Change vs previous 13F +72 shares

    0.02% of the 13F portfolio, value $524,568.

    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 19,723 shares
    Change vs previous 13F +1,441 shares

    0.02% of the 13F portfolio, value $524,842.

    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 18,282 shares
    Change vs previous 13F -3,003 shares

    0.02% of the 13F portfolio, value $484,303.

    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 21,285 shares
    Change vs previous 13F +2,862 shares

    0.03% of the 13F portfolio, value $573,624.

    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 18,423 shares
    Change vs previous 13F -56,622 shares

    0.03% of the 13F portfolio, value $491,533.

    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 75,045 shares
    Change vs previous 13F -1,140 shares

    0.12% of the 13F portfolio, value $2,017,965.

    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 76,185 shares
    Change vs previous 13F +37,817 shares

    0.12% of the 13F portfolio, value $1,967,864.

    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 38,368 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,057,694.

    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).