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Visionary Wealth Advisors: SCHV position timeline

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

Visionary Wealth Advisors held 316,115 SCHV 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 316,115 shares
    Change vs previous 13F +38,825 shares

    0.43% of the 13F portfolio, value $11,003,961.

    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 277,290 shares
    Change vs previous 13F -2,421 shares

    0.37% of the 13F portfolio, value $8,457,344.

    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 279,711 shares
    Change vs previous 13F +44,238 shares

    0.37% of the 13F portfolio, value $8,282,252.

    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 235,473 shares
    Change vs previous 13F +8,637 shares

    0.32% of the 13F portfolio, value $6,854,605.

    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 226,836 shares
    Change vs previous 13F +21,506 shares

    0.32% of the 13F portfolio, value $6,276,548.

    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 205,330 shares
    Change vs previous 13F -3,793 shares

    0.33% of the 13F portfolio, value $5,457,679.

    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 209,123 shares
    Change vs previous 13F +135,839 shares

    0.32% of the 13F portfolio, value $5,451,827.

    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 73,284 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,889,868.

    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).