Altus Wealth Group LLC: SCHV position timeline

Altus Wealth Group LLC held 105,415 SCHV 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 105,415 shares

   Change vs previous 13F +1,119 shares

   1.33% of the 13F portfolio, value $3,669,495.

   13F-HR 0001842572-26-000004 filed by Altus Wealth Group LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 104,296 shares

   Change vs previous 13F -6,503 shares

   1.3% of the 13F portfolio, value $3,181,027.

   13F-HR 0001842572-26-000003 filed by Altus Wealth Group LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 110,799 shares

   Change vs previous 13F -13,525 shares

   1.31% of the 13F portfolio, value $3,280,757.

   13F-HR 0001842572-26-000001 filed by Altus Wealth Group LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 124,324 shares

   Change vs previous 13F -2,933 shares

   1.49% of the 13F portfolio, value $3,619,070.

   13F-HR 0001842572-25-000013 filed by Altus Wealth Group LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 127,257 shares

   Change vs previous 13F -8,315 shares

   1.56% of the 13F portfolio, value $3,521,205.

   13F-HR 0001842572-25-000008 filed by Altus Wealth Group LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 135,572 shares

   Change vs previous 13F +4,177 shares

   1.69% of the 13F portfolio, value $3,603,504.

   13F-HR 0001842572-25-000006 filed by Altus Wealth Group LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 131,395 shares

   Change vs previous 13F +88,723 shares

   1.52% of the 13F portfolio, value $3,425,474.

   13F-HR 0001842572-25-000002 filed by Altus Wealth Group LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 42,672 shares

   Change vs previous 13F not available

   1.47% of the 13F portfolio, value $3,429,566.

   13F-HR 0001842572-24-000010 filed by Altus Wealth Group LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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