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Golden Bell Financial Planning LLC: SCHV position timeline

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

Golden Bell Financial Planning LLC held 147,634 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,634 shares
    Change vs previous 13F -1,636 shares

    3.78% of the 13F portfolio, value $5,139,140.

    13F-HR 0002044309-26-000006 filed by Golden Bell Financial Planning 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 149,270 shares
    Change vs previous 13F -3,299 shares

    3.63% of the 13F portfolio, value $4,552,735.

    13F-HR 0002044309-26-000004 filed by Golden Bell Financial Planning 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 152,569 shares
    Change vs previous 13F -3,001 shares

    3.76% of the 13F portfolio, value $4,517,568.

    13F-HR 0002044309-26-000001 filed by Golden Bell Financial Planning 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 155,570 shares
    Change vs previous 13F -5,388 shares

    3.94% of the 13F portfolio, value $4,528,643.

    13F-HR 0002044309-25-000007 filed by Golden Bell Financial Planning 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 160,958 shares
    Change vs previous 13F -8,687 shares

    4.19% of the 13F portfolio, value $4,453,708.

    13F-HR 0002044309-25-000004 filed by Golden Bell Financial Planning 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 169,645 shares
    Change vs previous 13F -9,646 shares

    4.38% of the 13F portfolio, value $4,509,164.

    13F-HR 0002044309-25-000003 filed by Golden Bell Financial Planning 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 179,291 shares
    Change vs previous 13F not available

    4.7% of the 13F portfolio, value $4,674,116.

    13F-HR 0002044309-25-000002 filed by Golden Bell Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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