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GENESIS PRIVATE WEALTH, LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GENESIS PRIVATE WEALTH, LLC on SCHF, newest first. How the timeline and the estimate are built.

GENESIS PRIVATE WEALTH, LLC held 308,046 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 308,046 shares
    Change vs previous 13F +15,247 shares

    2.4% of the 13F portfolio, value $8,532,871.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE 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 292,799 shares
    Change vs previous 13F +710 shares

    2.28% of the 13F portfolio, value $7,246,773.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE 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 292,089 shares
    Change vs previous 13F +29,630 shares

    2.18% of the 13F portfolio, value $7,021,817.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE 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 262,459 shares
    Change vs previous 13F +12,996 shares

    2.57% of the 13F portfolio, value $6,110,041.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE 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 249,463 shares
    Change vs previous 13F +14,353 shares

    2.6% of the 13F portfolio, value $5,513,128.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE 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 235,110 shares
    Change vs previous 13F +26,055 shares

    2.47% of the 13F portfolio, value $4,650,476.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE 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 209,055 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $3,867,518.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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