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BUSH INVESTMENT GROUP, LLC: SCHF position timeline

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

BUSH INVESTMENT GROUP, LLC held 1,060,554 SCHF shares at 2026-03-31 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,060,554 shares
    Change vs previous 13F +25,009 shares

    14.34% of the 13F portfolio, value $26,248,712.

    13F-HR 0001966640-26-000003 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,035,545 shares
    Change vs previous 13F +17,189 shares

    13.93% of the 13F portfolio, value $24,894,502.

    13F-HR 0001966640-26-000002 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,018,356 shares
    Change vs previous 13F +67,912 shares

    14.05% of the 13F portfolio, value $23,707,328.

    13F-HR 0001966640-25-000006 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 950,444 shares
    Change vs previous 13F +99,829 shares

    14.1% of the 13F portfolio, value $21,004,812.

    13F-HR 0001966640-25-000005 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 850,615 shares
    Change vs previous 13F +16,186 shares

    12.68% of the 13F portfolio, value $16,825,165.

    13F-HR 0001966640-25-000003 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 834,429 shares
    Change vs previous 13F +425,885 shares

    12.05% of the 13F portfolio, value $15,436,937.

    13F-HR 0001966640-25-000002 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 408,544 shares
    Change vs previous 13F +4,170 shares

    13.43% of the 13F portfolio, value $16,799,329.

    13F-HR 0001966640-24-000006 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 404,374 shares
    Change vs previous 13F not available

    13.34% of the 13F portfolio, value $15,536,049.

    13F-HR 0001966640-24-000004 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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