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Baring Financial LLC: SCHV position timeline

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

Baring Financial LLC held 241,830 SCHV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 241,830 shares
    Change vs previous 13F +6,441 shares

    4.35% of the 13F portfolio, value $8,055,357.

    13F-HR 0002052588-26-000005 filed by Baring Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 235,389 shares
    Change vs previous 13F -27 shares

    4.52% of the 13F portfolio, value $8,193,894.

    13F-HR 0002052588-26-000003 filed by Baring Financial LLC
    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 235,416 shares
    Change vs previous 13F +3,466 shares

    4.39% of the 13F portfolio, value $7,180,193.

    13F-HR 0002052588-26-000002 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 231,950 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $6,868,047.

    13F-HR 0002052588-26-000001 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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