GW HENSSLER & ASSOCIATES LTD: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GW HENSSLER & ASSOCIATES LTD on SCHV, newest first. How the timeline and the estimate are built.

GW HENSSLER & ASSOCIATES LTD held 53,792 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 53,792 shares
Change vs previous 13F -460 shares
0.08% of the 13F portfolio, value $1,872,494.
13F-HR 0001172661-26-002877 filed by GW HENSSLER & ASSOCIATES LTD
Filed 2026-07-28 (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).
period ended2026-03-31
13F 54,252 shares
Change vs previous 13F -631 shares
0.08% of the 13F portfolio, value $1,654,679.
13F-HR 0001172661-26-002261 filed by GW HENSSLER & ASSOCIATES LTD
Filed 2026-05-15 (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).
period ended2025-12-31
13F 54,883 shares
Change vs previous 13F +1,836 shares
0.08% of the 13F portfolio, value $1,625,078.
13F-HR 0001172661-26-000567 filed by GW HENSSLER & ASSOCIATES LTD
Filed 2026-02-10 (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).
period ended2025-09-30
13F 53,047 shares
Change vs previous 13F +1,322 shares
0.08% of the 13F portfolio, value $1,544,198.
13F-HR 0001080369-26-000001 filed by GW HENSSLER & ASSOCIATES LTD
Filed 2026-01-23 (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).
period ended2025-06-30
13F 51,725 shares
Change vs previous 13F -834 shares
0.08% of the 13F portfolio, value $1,431,221.
13F-HR 0001080369-25-000009 filed by GW HENSSLER & ASSOCIATES LTD
Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 52,559 shares
Change vs previous 13F +34,253 shares
0.08% of the 13F portfolio, value $1,397,023.
13F-HR/A 0001080369-25-000007 filed by GW HENSSLER & ASSOCIATES LTD
Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 18,306 shares
Change vs previous 13F -315 shares
0.08% of the 13F portfolio, value $1,471,229.
13F-HR 0001080369-25-000002 filed by GW HENSSLER & ASSOCIATES LTD
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 18,621 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $1,496,546.
13F-HR 0001080369-24-000008 filed by GW HENSSLER & ASSOCIATES LTD
Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).