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Disclosery

Fiduciary Alliance LLC: SCHV position timeline

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

Fiduciary Alliance LLC held 324,306 SCHV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 324,306 shares
    Change vs previous 13F -222 shares

    0.81% of the 13F portfolio, value $10,802,619.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 324,528 shares
    Change vs previous 13F -4,520 shares

    0.76% of the 13F portfolio, value $11,296,834.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 329,048 shares
    Change vs previous 13F -5,865 shares

    0.63% of the 13F portfolio, value $10,424,241.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 334,913 shares
    Change vs previous 13F -276 shares

    0.65% of the 13F portfolio, value $9,916,774.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 335,189 shares
    Change vs previous 13F +398 shares

    0.65% of the 13F portfolio, value $9,757,352.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 334,791 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $9,263,667.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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