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Hidden Cove Wealth Management, LLC: SCHV position timeline

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

Hidden Cove Wealth Management, LLC held 32,377 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,377 shares
    Change vs previous 13F +17 shares

    0.62% of the 13F portfolio, value $1,127,031.

    13F-HR 0002085853-26-000798 filed by Hidden Cove Wealth Management, 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 32,360 shares
    Change vs previous 13F -844 shares

    0.63% of the 13F portfolio, value $986,974.

    13F-HR 0002085853-26-000452 filed by Hidden Cove Wealth Management, 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 33,204 shares
    Change vs previous 13F -842 shares

    0.64% of the 13F portfolio, value $983,170.

    13F-HR 0002085853-26-000170 filed by Hidden Cove Wealth Management, 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 34,046 shares
    Change vs previous 13F -98 shares

    0.65% of the 13F portfolio, value $991,075.

    13F-HR 0002085853-25-000157 filed by Hidden Cove Wealth Management, 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 34,144 shares
    Change vs previous 13F -181 shares

    0.68% of the 13F portfolio, value $944,762.

    13F-HR 0001667731-25-000809 filed by Hidden Cove Wealth Management, 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 34,325 shares
    Change vs previous 13F -985 shares

    0.72% of the 13F portfolio, value $912,366.

    13F-HR 0001667731-25-000507 filed by Hidden Cove Wealth Management, 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 35,310 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $920,538.

    13F-HR 0001667731-25-000163 filed by Hidden Cove Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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