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Disclosery

Brand Asset Management Group, Inc.: SCHV position timeline

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

Brand Asset Management Group, Inc. held 270,744 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 270,744 shares
    Change vs previous 13F -1,075 shares

    2.08% of the 13F portfolio, value $9,424,609.

    13F-HR 0001765380-26-000353 filed by Brand Asset Management Group, Inc.
    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 271,819 shares
    Change vs previous 13F +72,237 shares

    2.16% of the 13F portfolio, value $8,290,470.

    13F-HR 0001765380-26-000198 filed by Brand Asset Management Group, Inc.
    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 199,582 shares
    Change vs previous 13F -16,413 shares

    1.65% of the 13F portfolio, value $5,909,616.

    13F-HR 0001765380-26-000102 filed by Brand Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 215,995 shares
    Change vs previous 13F +17,731 shares

    1.77% of the 13F portfolio, value $6,287,608.

    13F-HR 0001765380-25-000474 filed by Brand Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 198,264 shares
    Change vs previous 13F -8,923 shares

    2.05% of the 13F portfolio, value $5,485,965.

    13F-HR 0001748766-25-000005 filed by Brand Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 207,187 shares
    Change vs previous 13F -25,343 shares

    2.3% of the 13F portfolio, value $5,507,042.

    13F-HR 0001748766-25-000002 filed by Brand Asset Management Group, Inc.
    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 232,530 shares
    Change vs previous 13F +144,911 shares

    2.46% of the 13F portfolio, value $6,062,058.

    13F-HR 0001748766-25-000001 filed by Brand Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 87,619 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $7,041,940.

    13F-HR 0001748766-24-000005 filed by Brand Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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