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Disclosery

Aspen Grove Capital, LLC: SCHV position timeline

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

Aspen Grove Capital, LLC held 73,772 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,772 shares
    Change vs previous 13F +67 shares

    0.37% of the 13F portfolio, value $2,568,082.

    13F-HR 0001806027-26-000008 filed by Aspen Grove Capital, 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 73,705 shares
    Change vs previous 13F -1,967 shares

    0.44% of the 13F portfolio, value $2,248,096.

    13F-HR 0001806027-26-000006 filed by Aspen Grove Capital, 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 75,672 shares
    Change vs previous 13F -1,233 shares

    0.39% of the 13F portfolio, value $2,240,721.

    13F-HR 0001806027-26-000002 filed by Aspen Grove Capital, 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 76,905 shares
    Change vs previous 13F -1,048 shares

    0.38% of the 13F portfolio, value $2,238,800.

    13F-HR 0001806027-25-000003 filed by Aspen Grove Capital, 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 77,953 shares
    Change vs previous 13F -1,161 shares

    0.37% of the 13F portfolio, value $2,157,034.

    13F-HR 0001085146-25-005248 filed by Aspen Grove Capital, 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 79,114 shares
    Change vs previous 13F +39 shares

    0.4% of the 13F portfolio, value $2,102,930.

    13F-HR 0001085146-25-003149 filed by Aspen Grove Capital, 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 79,075 shares
    Change vs previous 13F +53,134 shares

    0.44% of the 13F portfolio, value $2,061,561.

    13F-HR 0001085146-25-001466 filed by Aspen Grove Capital, 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 25,941 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,085,026.

    13F-HR 0001085146-24-005621 filed by Aspen Grove Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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