Skip to content
Disclosery

Avalon Advisory Group: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Advisory Group on SCHF, newest first. How the timeline and the estimate are built.

Avalon Advisory Group held 177,423 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,423 shares
    Change vs previous 13F -223 shares

    1.82% of the 13F portfolio, value $4,914,617.

    13F-HR 0001802119-26-000003 filed by Avalon Advisory Group
    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 177,646 shares
    Change vs previous 13F 0 shares

    1.77% of the 13F portfolio, value $4,396,739.

    13F-HR 0001802119-26-000002 filed by Avalon Advisory Group
    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 177,646 shares
    Change vs previous 13F 0 shares

    1.74% of the 13F portfolio, value $4,270,610.

    13F-HR 0001802119-26-000001 filed by Avalon Advisory Group
    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 177,646 shares
    Change vs previous 13F 0 shares

    1.68% of the 13F portfolio, value $4,135,599.

    13F-HR 0001802119-25-000004 filed by Avalon Advisory Group
    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 177,646 shares
    Change vs previous 13F 0 shares

    1.69% of the 13F portfolio, value $3,925,977.

    13F-HR 0001172661-25-002583 filed by Avalon Advisory Group
    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 177,646 shares
    Change vs previous 13F -15,582 shares

    1.66% of the 13F portfolio, value $3,513,838.

    13F-HR 0001172661-25-001858 filed by Avalon Advisory Group
    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 193,228 shares
    Change vs previous 13F +96,614 shares

    1.63% of the 13F portfolio, value $3,574,718.

    13F-HR 0001172661-25-000197 filed by Avalon Advisory Group
    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 96,614 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $3,972,768.

    13F-HR 0001172661-24-004842 filed by Avalon Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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