HART & PATTERSON FINANCIAL GROUP LLC: SCHV position timeline

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

HART & PATTERSON FINANCIAL GROUP LLC held 99,627 SCHV shares at 2024-12-31 per its 13F-HR filed 2025-01-14.

the latest 13F is the newest step

period ended2024-12-31
13F 99,627 shares
Change vs previous 13F +66,852 shares
1.26% of the 13F portfolio, value $2,597,276.
13F-HR 0001754960-25-000014 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2025-01-14 (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 32,775 shares
Change vs previous 13F -888 shares
1.25% of the 13F portfolio, value $2,634,127.
13F-HR 0001754960-24-000487 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-10-10 (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).
period ended2024-06-30
13F 33,663 shares
Change vs previous 13F +4,391 shares
1.24% of the 13F portfolio, value $2,493,755.
13F-HR 0001754960-24-000256 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 29,272 shares
Change vs previous 13F -873 shares
1.1% of the 13F portfolio, value $2,224,087.
13F-HR 0001754960-24-000143 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 30,145 shares
Change vs previous 13F not available
1.1% of the 13F portfolio, value $2,113,165.
13F-HR 0001754960-24-000104 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-03-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).