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Disclosery

Financial Advisors, LLC: SCHV position timeline

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

Financial Advisors, LLC held 2,611,407 SCHV shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,611,407 shares
    Change vs previous 13F -42,279 shares

    13.47% of the 13F portfolio, value $76,018,054.

    13F-HR 0001951757-25-001314 filed by Financial 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 ended2025-06-30
    13F 2,653,686 shares
    Change vs previous 13F -46,940 shares

    13.68% of the 13F portfolio, value $73,427,493.

    13F-HR 0001951757-25-000999 filed by Financial 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 ended2025-03-31
    13F 2,700,626 shares
    Change vs previous 13F -24,193 shares

    14.16% of the 13F portfolio, value $71,782,634.

    13F-HR 0001951757-25-000500 filed by Financial 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 ended2024-12-31
    13F 2,724,819 shares
    Change vs previous 13F +1,809,770 shares

    13.63% of the 13F portfolio, value $71,036,025.

    13F-HR 0001951757-25-000043 filed by Financial 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 ended2024-09-30
    13F 915,049 shares
    Change vs previous 13F +16,015 shares

    14.01% of the 13F portfolio, value $73,542,473.

    13F-HR 0001951757-24-001057 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 899,034 shares
    Change vs previous 13F +2,482 shares

    13.62% of the 13F portfolio, value $66,600,448.

    13F-HR 0001951757-24-000513 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 896,552 shares
    Change vs previous 13F +9,224 shares

    14.1% of the 13F portfolio, value $68,120,054.

    13F-HR 0001951757-24-000438 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 887,328 shares
    Change vs previous 13F not available

    13.94% of the 13F portfolio, value $62,201,677.

    13F-HR 0001951757-24-000208 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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