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AAF Wealth Management, LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAF Wealth Management, LLC on SCHF, newest first. How the timeline and the estimate are built.

AAF Wealth Management, LLC held 26,250 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,250 shares
    Change vs previous 13F -520 shares

    0.27% of the 13F portfolio, value $727,136.

    13F-HR 0001726609-26-000005 filed by AAF Wealth Management, LLC
    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 26,770 shares
    Change vs previous 13F -1,935 shares

    0.27% of the 13F portfolio, value $662,553.

    13F-HR 0001726609-26-000002 filed by AAF Wealth Management, LLC
    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 28,705 shares
    Change vs previous 13F +449 shares

    0.29% of the 13F portfolio, value $690,064.

    13F-HR 0001726609-26-000001 filed by AAF Wealth Management, LLC
    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 28,256 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $657,806.

    13F-HR 0001726609-25-000003 filed by AAF Wealth Management, LLC
    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 28,256 shares
    Change vs previous 13F -681 shares

    0.28% of the 13F portfolio, value $624,463.

    13F-HR 0001085146-25-004526 filed by AAF Wealth Management, LLC
    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 28,937 shares
    Change vs previous 13F -1,000 shares

    0.31% of the 13F portfolio, value $572,365.

    13F-HR 0001085146-25-003362 filed by AAF Wealth Management, LLC
    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/A 29,937 shares
    Change vs previous 13F +13,918 shares

    0.28% of the 13F portfolio, value $553,826.

    13F-HR/A 0001085146-25-003382 filed by AAF Wealth Management, LLC
    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/A 16,019 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $658,708.

    13F-HR/A 0001085146-25-003381 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).