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Dodds Wealth, LLC: SCHV position timeline

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

Dodds Wealth, LLC held 1,030,077 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,030,077 shares
    Change vs previous 13F -11,049 shares

    8.07% of the 13F portfolio, value $35,856,997.

    13F-HR 0001973728-26-000004 filed by Dodds Wealth, 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 1,041,126 shares
    Change vs previous 13F -22,144 shares

    7.79% of the 13F portfolio, value $31,754,343.

    13F-HR 0001973728-26-000003 filed by Dodds 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 ended2025-12-31
    13F 1,063,270 shares
    Change vs previous 13F -34,344 shares

    7.72% of the 13F portfolio, value $31,483,411.

    13F-HR 0001973728-26-000002 filed by Dodds 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 ended2025-09-30
    13F 1,097,614 shares
    Change vs previous 13F -12,847 shares

    7.91% of the 13F portfolio, value $31,951,540.

    13F-HR 0001973728-25-000007 filed by Dodds 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 ended2025-06-30
    13F 1,110,461 shares
    Change vs previous 13F +4,483 shares

    8.24% of the 13F portfolio, value $30,726,446.

    13F-HR 0001973728-25-000005 filed by Dodds 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 ended2025-03-31
    13F 1,105,978 shares
    Change vs previous 13F -172,198 shares

    9.58% of the 13F portfolio, value $29,396,901.

    13F-HR 0001973728-25-000003 filed by Dodds 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 ended2024-12-31
    13F 1,278,176 shares
    Change vs previous 13F -32,756 shares

    11.12% of the 13F portfolio, value $34,600,222.

    13F-HR 0001973728-25-000001 filed by Dodds 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 ended2024-09-30
    13F 1,310,932 shares
    Change vs previous 13F not available

    11.69% of the 13F portfolio, value $35,080,550.

    13F-HR 0001973728-24-000007 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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