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Grant/GrossMendelsohn, LLC: SCHV position timeline

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

Grant/GrossMendelsohn, LLC held 122,650 SCHV shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 122,650 shares
    Change vs previous 13F -1,281 shares

    1.75% of the 13F portfolio, value $3,145,973.

    13F-HR 0001214659-25-006735 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 123,931 shares
    Change vs previous 13F +80,040 shares

    1.69% of the 13F portfolio, value $3,230,870.

    13F-HR 0001214659-25-000598 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 43,891 shares
    Change vs previous 13F -455 shares

    1.52% of the 13F portfolio, value $3,527,527.

    13F-HR 0001214659-24-017513 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 44,346 shares
    Change vs previous 13F -827 shares

    1.51% of the 13F portfolio, value $3,304,593.

    13F-HR 0001214659-24-012765 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 45,173 shares
    Change vs previous 13F -661 shares

    1.58% of the 13F portfolio, value $3,383,945.

    13F-HR 0001214659-24-007533 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 45,834 shares
    Change vs previous 13F -978 shares

    1.34% of the 13F portfolio, value $3,233,128.

    13F-HR 0001214659-24-001405 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 46,812 shares
    Change vs previous 13F +58 shares

    1.31% of the 13F portfolio, value $3,017,518.

    13F-HR 0001214659-23-013837 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 46,754 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $3,153,558.

    13F-HR 0001214659-23-009755 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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