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Disclosery

Councilor Wealth, LLC: SCHV position timeline

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

Councilor Wealth, LLC held 255,733 SCHV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 255,733 shares
    Change vs previous 13F -9,329 shares

    3.51% of the 13F portfolio, value $8,518,498.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 265,062 shares
    Change vs previous 13F -9,543 shares

    3.73% of the 13F portfolio, value $9,226,818.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, 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 274,605 shares
    Change vs previous 13F -8,844 shares

    4.07% of the 13F portfolio, value $8,375,478.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, 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 283,449 shares
    Change vs previous 13F -23,089 shares

    3.97% of the 13F portfolio, value $8,392,949.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, 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 306,538 shares
    Change vs previous 13F -44,338 shares

    4.14% of the 13F portfolio, value $8,923,333.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, 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 350,876 shares
    Change vs previous 13F -513 shares

    4.53% of the 13F portfolio, value $9,708,753.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, 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 351,389 shares
    Change vs previous 13F +12,978 shares

    4.66% of the 13F portfolio, value $9,339,941.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, 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 338,411 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $8,822,377.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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