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FinDec Wealth Services, Inc.: SCHV position timeline

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

FinDec Wealth Services, Inc. held 0 SCHV shares at 2025-09-30 per its 13F-HR filed 2025-10-23.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -8,843 shares

    13F-HR 0001172661-25-004389 filed by FinDec Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 8,843 shares
    Change vs previous 13F -2,328 shares

    0.26% of the 13F portfolio, value $244,679.

    13F-HR 0001172661-25-002708 filed by FinDec Wealth Services, Inc.
    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 11,171 shares
    Change vs previous 13F -9,026 shares

    0.29% of the 13F portfolio, value $296,913.

    13F-HR 0001172661-25-002097 filed by FinDec Wealth Services, Inc.
    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 20,197 shares
    Change vs previous 13F +12,712 shares

    0.37% of the 13F portfolio, value $526,545.

    13F-HR 0001172661-25-001071 filed by FinDec Wealth Services, Inc.
    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 7,485 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $601,573.

    13F-HR 0001172661-24-004828 filed by FinDec Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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