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Disclosery

Brightwater Advisory LLC: SCHF position timeline

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

Brightwater Advisory LLC held 548,347 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 548,347 shares
    Change vs previous 13F -14,686 shares

    9.6% of the 13F portfolio, value $15,189,214.

    13F-HR 0002034566-26-000003 filed by Brightwater Advisory 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 563,033 shares
    Change vs previous 13F +16,990 shares

    9.22% of the 13F portfolio, value $13,935,078.

    13F-HR 0002034566-26-000002 filed by Brightwater Advisory 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 546,043 shares
    Change vs previous 13F +3,978 shares

    8.87% of the 13F portfolio, value $13,126,885.

    13F-HR 0002034566-26-000001 filed by Brightwater Advisory 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 542,065 shares
    Change vs previous 13F +5,362 shares

    8.67% of the 13F portfolio, value $12,619,281.

    13F-HR 0002034566-25-000008 filed by Brightwater Advisory 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/A 536,703 shares
    Change vs previous 13F -1,054 shares

    8.53% of the 13F portfolio, value $11,861,144.

    13F-HR/A 0002034566-25-000005 filed by Brightwater Advisory 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/A 537,757 shares
    Change vs previous 13F +24,005 shares

    8.41% of the 13F portfolio, value $10,636,836.

    13F-HR/A 0002034566-25-000003 filed by Brightwater Advisory 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 513,752 shares
    Change vs previous 13F +251,874 shares

    7.45% of the 13F portfolio, value $9,504,414.

    13F-HR 0002034566-25-000001 filed by Brightwater Advisory 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 261,878 shares
    Change vs previous 13F not available

    7.92% of the 13F portfolio, value $10,768,433.

    13F-HR 0002034566-24-000004 filed by Brightwater Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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