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Affinity Capital Advisors, LLC: SCHV position timeline

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

Affinity Capital Advisors, LLC held 138,946 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,946 shares
    Change vs previous 13F -1,104 shares

    0.59% of the 13F portfolio, value $4,796,431.

    13F-HR 0001810023-26-000004 filed by Affinity Capital Advisors, 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 140,050 shares
    Change vs previous 13F -2,964 shares

    0.6% of the 13F portfolio, value $4,271,529.

    13F-HR 0001810023-26-000002 filed by Affinity Capital Advisors, 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 143,014 shares
    Change vs previous 13F -5,637 shares

    0.59% of the 13F portfolio, value $4,234,656.

    13F-HR 0001810023-26-000001 filed by Affinity Capital Advisors, 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 148,651 shares
    Change vs previous 13F -1,196 shares

    0.67% of the 13F portfolio, value $4,331,699.

    13F-HR 0001085146-25-005856 filed by Affinity Capital Advisors, 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 149,847 shares
    Change vs previous 13F -1,835 shares

    0.71% of the 13F portfolio, value $4,146,256.

    13F-HR 0001085146-25-003684 filed by Affinity Capital Advisors, 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 151,682 shares
    Change vs previous 13F -1,437 shares

    0.75% of the 13F portfolio, value $3,766,276.

    13F-HR 0001085146-25-002129 filed by Affinity Capital Advisors, 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 153,119 shares
    Change vs previous 13F +101,259 shares

    0.75% of the 13F portfolio, value $3,996,399.

    13F-HR 0001085146-25-000176 filed by Affinity Capital Advisors, 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 51,860 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $4,168,007.

    13F-HR 0001085146-24-004660 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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