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Bluespring Wealth Management, LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bluespring Wealth Management, LLC on SCHF, newest first. How the timeline and the estimate are built.

Bluespring Wealth Management, LLC held 4,726,608 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,726,608 shares
    Change vs previous 13F +1,113,245 shares

    2.52% of the 13F portfolio, value $130,927,049.

    13F-HR 0001557485-26-000004 filed by Bluespring Wealth Management, 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 3,613,363 shares
    Change vs previous 13F -12,255 shares

    7.71% of the 13F portfolio, value $89,430,730.

    13F-HR 0001085146-26-000355 filed by Bluespring Wealth Management, 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 3,625,618 shares
    Change vs previous 13F -35,242 shares

    7.51% of the 13F portfolio, value $87,159,868.

    13F-HR 0001085146-26-000135 filed by Bluespring Wealth Management, 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 3,660,860 shares
    Change vs previous 13F -2,322 shares

    7.41% of the 13F portfolio, value $85,224,816.

    13F-HR 0001085146-25-005984 filed by Bluespring Wealth Management, 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 3,663,182 shares
    Change vs previous 13F +22,535 shares

    7.7% of the 13F portfolio, value $80,956,316.

    13F-HR 0001085146-25-004561 filed by Bluespring Wealth Management, 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 3,640,647 shares
    Change vs previous 13F -22,709 shares

    7.34% of the 13F portfolio, value $72,012,003.

    13F-HR 0001085146-25-002598 filed by Bluespring Wealth Management, 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 3,663,356 shares
    Change vs previous 13F +1,983,942 shares

    6.95% of the 13F portfolio, value $67,772,086.

    13F-HR 0001085146-25-000683 filed by Bluespring Wealth Management, 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 1,679,414 shares
    Change vs previous 13F not available

    6.93% of the 13F portfolio, value $69,057,490.

    13F-HR 0001085146-24-005299 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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