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Disclosery

Barden Capital Management, Inc.: SCHV position timeline

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

Barden Capital Management, Inc. held 126,433 SCHV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 126,433 shares
    Change vs previous 13F -1,769 shares

    3.83% of the 13F portfolio, value $4,211,478.

    13F-HR 0001754960-26-000824 filed by Barden Capital Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 128,202 shares
    Change vs previous 13F +1,589 shares

    4.12% of the 13F portfolio, value $4,462,700.

    13F-HR 0001754960-26-000689 filed by Barden Capital Management, 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 126,613 shares
    Change vs previous 13F +3,178 shares

    3.3% of the 13F portfolio, value $3,861,686.

    13F-HR 0001754960-26-000203 filed by Barden Capital Management, 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 123,435 shares
    Change vs previous 13F +8,278 shares

    3% of the 13F portfolio, value $3,654,899.

    13F-HR 0001754960-26-000007 filed by Barden Capital Management, 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 115,157 shares
    Change vs previous 13F -1,501 shares

    2.79% of the 13F portfolio, value $3,352,225.

    13F-HR 0001754960-25-000780 filed by Barden Capital Management, 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 116,658 shares
    Change vs previous 13F -2,150 shares

    2.83% of the 13F portfolio, value $3,227,924.

    13F-HR 0001754960-25-000493 filed by Barden Capital Management, 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 118,808 shares
    Change vs previous 13F +1,439 shares

    2.81% of the 13F portfolio, value $3,157,917.

    13F-HR 0001754960-25-000179 filed by Barden Capital Management, 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 117,369 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $3,059,810.

    13F-HR 0001754960-25-000110 filed by Barden Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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