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Disclosery

Goepper Burkhardt LLC: SCHV position timeline

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

Goepper Burkhardt LLC held 412,923 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 412,923 shares
    Change vs previous 13F -9,026 shares

    4.32% of the 13F portfolio, value $14,373,850.

    13F-HR 0001844142-26-000003 filed by Goepper Burkhardt 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 421,949 shares
    Change vs previous 13F -3,660 shares

    4.3% of the 13F portfolio, value $12,869,445.

    13F-HR 0001844142-26-000002 filed by Goepper Burkhardt 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 425,609 shares
    Change vs previous 13F -6,864 shares

    4.11% of the 13F portfolio, value $12,602,282.

    13F-HR 0001844142-26-000001 filed by Goepper Burkhardt 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 432,473 shares
    Change vs previous 13F -32,500 shares

    4.29% of the 13F portfolio, value $12,589,289.

    13F-HR 0001844142-25-000005 filed by Goepper Burkhardt 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 464,973 shares
    Change vs previous 13F +1,742 shares

    4.74% of the 13F portfolio, value $12,865,803.

    13F-HR 0001844142-25-000004 filed by Goepper Burkhardt 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 463,231 shares
    Change vs previous 13F -18,802 shares

    4.92% of the 13F portfolio, value $12,312,680.

    13F-HR 0001844142-25-000002 filed by Goepper Burkhardt 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 482,033 shares
    Change vs previous 13F +314,063 shares

    5.1% of the 13F portfolio, value $12,566,600.

    13F-HR 0001844142-25-000001 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 167,970 shares
    Change vs previous 13F not available

    5.57% of the 13F portfolio, value $13,499,749.

    13F-HR 0001844142-24-000004 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

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