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AMERICAN FINANCIAL & TAX STRATEGIES INC: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMERICAN FINANCIAL & TAX STRATEGIES INC on SCHV, newest first. How the timeline and the estimate are built.

AMERICAN FINANCIAL & TAX STRATEGIES INC held 109,501 SCHV shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 109,501 shares
    Change vs previous 13F -108 shares

    1.68% of the 13F portfolio, value $3,647,478.

    13F-HR 0000911927-26-000005 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 109,609 shares
    Change vs previous 13F -143 shares

    1.72% of the 13F portfolio, value $3,815,489.

    13F-HR 0000911927-26-000003 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    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 109,752 shares
    Change vs previous 13F -4,048 shares

    1.63% of the 13F portfolio, value $3,347,436.

    13F-HR 0000911927-26-000002 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    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 113,800 shares
    Change vs previous 13F -22,543 shares

    1.68% of the 13F portfolio, value $3,369,618.

    13F-HR 0000911927-26-000001 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 136,343 shares
    Change vs previous 13F -3,640 shares

    1.98% of the 13F portfolio, value $3,968,945.

    13F-HR 0000911927-25-000006 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 139,983 shares
    Change vs previous 13F -3,724 shares

    2% of the 13F portfolio, value $3,873,330.

    13F-HR 0000911927-25-000003 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 143,707 shares
    Change vs previous 13F -11,578 shares

    2.05% of the 13F portfolio, value $3,819,732.

    13F-HR 0000911927-25-000002 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 155,285 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $4,048,280.

    13F-HR 0000911927-25-000001 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Filed (acceptance time not in the bulk data set), ingested

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