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Grey Ledge Advisors, LLC: SCHV position timeline

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

Grey Ledge Advisors, LLC held 24,302 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,302 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $845,957.

    13F-HR 0001660694-26-000003 filed by Grey Ledge Advisors, 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 24,301 shares
    Change vs previous 13F +162 shares

    0.17% of the 13F portfolio, value $741,183.

    13F-HR 0001660694-26-000002 filed by Grey Ledge Advisors, 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 24,139 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $714,743.

    13F-HR 0001660694-26-000001 filed by Grey Ledge Advisors, 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 24,138 shares
    Change vs previous 13F -74 shares

    0.16% of the 13F portfolio, value $702,663.

    13F-HR 0001660694-25-000007 filed by Grey Ledge Advisors, 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 24,212 shares
    Change vs previous 13F -264 shares

    0.16% of the 13F portfolio, value $669,947.

    13F-HR 0001660694-25-000004 filed by Grey Ledge Advisors, 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 24,476 shares
    Change vs previous 13F +51 shares

    0.17% of the 13F portfolio, value $650,579.

    13F-HR 0001660694-25-000003 filed by Grey Ledge Advisors, 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 24,425 shares
    Change vs previous 13F +16,284 shares

    0.16% of the 13F portfolio, value $636,767.

    13F-HR 0001398344-25-000847 filed by Grey Ledge Advisors, 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 8,141 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $654,311.

    13F-HR 0001398344-24-019448 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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