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Disclosery

Adelphi Trust Co: SCHV position timeline

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

Adelphi Trust Co held 29,639 SCHV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,639 shares
    Change vs previous 13F +2,470 shares

    0.65% of the 13F portfolio, value $987,275.

    13F-HR 0002106968-26-000004 filed by Adelphi Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,169 shares
    Change vs previous 13F +3,515 shares

    0.63% of the 13F portfolio, value $945,753.

    13F-HR 0002106968-26-000003 filed by Adelphi Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 23,654 shares
    Change vs previous 13F -10 shares

    0.59% of the 13F portfolio, value $721,447.

    13F-HR 0002106968-26-000002 filed by Adelphi Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,664 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $700,691.

    13F-HR 0002106968-26-000001 filed by Adelphi Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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