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Visionary Wealth Advisors: SCHX position timeline

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

Visionary Wealth Advisors held 1,845,188 SCHX 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 1,845,188 shares
    Change vs previous 13F +22,433 shares

    2.14% of the 13F portfolio, value $54,303,889.

    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 1,822,755 shares
    Change vs previous 13F +70,883 shares

    2.07% of the 13F portfolio, value $46,735,450.

    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 1,751,872 shares
    Change vs previous 13F +54,896 shares

    2.13% of the 13F portfolio, value $47,142,881.

    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 1,696,976 shares
    Change vs previous 13F +1,542,177 shares

    2.08% of the 13F portfolio, value $44,698,356.

    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 154,799 shares
    Change vs previous 13F +11,743 shares

    0.19% of the 13F portfolio, value $3,783,279.

    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 143,056 shares
    Change vs previous 13F +11,068 shares

    0.19% of the 13F portfolio, value $3,158,668.

    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 131,988 shares
    Change vs previous 13F +90,442 shares

    0.18% of the 13F portfolio, value $3,059,483.

    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 41,546 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,818,924.

    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).