Global Wealth Strategies & Associates: SCHV position timeline

Global Wealth Strategies & Associates held 11,829 SCHV shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 11,829 shares

   Change vs previous 13F -132 shares

   0.07% of the 13F portfolio, value $394,019.

   13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
   Accepted 2026-10-01 22:46:24 UTC, ingested 2026-10-06 10:18:46 UTC

2. period ended2026-06-30

   13F 11,961 shares

   Change vs previous 13F -1,610 shares

   0.08% of the 13F portfolio, value $416,355.

   13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
   Filed 2026-07-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 13,571 shares

   Change vs previous 13F -7,739 shares

   0.1% of the 13F portfolio, value $413,924.

   13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
   Filed 2026-04-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 21,310 shares

   Change vs previous 13F +3,621 shares

   0.16% of the 13F portfolio, value $630,986.

   13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
   Filed 2026-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 17,689 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $514,917.

   13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
   Filed 2025-10-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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