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Disclosery

Enclave Advisors LLC: SCHV position timeline

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

Enclave Advisors LLC held 373,287 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 373,287 shares
    Change vs previous 13F +323,310 shares

    1.69% of the 13F portfolio, value $12,994,136.

    13F-HR 0001754960-26-000518 filed by Enclave Advisors 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 49,977 shares
    Change vs previous 13F +11,096 shares

    0.22% of the 13F portfolio, value $1,524,298.

    13F-HR 0001754960-26-000223 filed by Enclave Advisors 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 38,881 shares
    Change vs previous 13F +11,292 shares

    0.16% of the 13F portfolio, value $1,151,273.

    13F-HR 0001754960-26-000046 filed by Enclave Advisors 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 27,589 shares
    Change vs previous 13F -24,743 shares

    0.12% of the 13F portfolio, value $803,115.

    13F-HR 0001754960-25-000665 filed by Enclave Advisors 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 52,332 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,448,027.

    13F-HR 0001754960-25-000422 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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