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Disclosery

BURKETT FINANCIAL SERVICES, LLC: SCHV position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 16,651 SCHV shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,651 shares
    Change vs previous 13F -1,717 shares

    0.17% of the 13F portfolio, value $554,645.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,368 shares
    Change vs previous 13F +83 shares

    0.2% of the 13F portfolio, value $639,411.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, 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 18,285 shares
    Change vs previous 13F -6,306 shares

    0.19% of the 13F portfolio, value $557,710.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, 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 24,591 shares
    Change vs previous 13F -3,618 shares

    0.25% of the 13F portfolio, value $728,142.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 28,209 shares
    Change vs previous 13F -947 shares

    0.28% of the 13F portfolio, value $821,152.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 29,156 shares
    Change vs previous 13F +153 shares

    0.29% of the 13F portfolio, value $806,734.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    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 29,003 shares
    Change vs previous 13F -2,070 shares

    0.31% of the 13F portfolio, value $770,895.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 31,073 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $810,073.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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