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HMV Wealth Advisors, LLC: SCHW position timeline

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

HMV Wealth Advisors, LLC held 8,249 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,249 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $761,135.

    13F-HR 0002054904-26-000003 filed by HMV Wealth 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 8,249 shares
    Change vs previous 13F -242 shares

    0.36% of the 13F portfolio, value $775,241.

    13F-HR 0002054904-26-000001 filed by HMV Wealth 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 8,491 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $848,336.

    13F-HR 0001725547-26-000034 filed by HMV Wealth 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 8,491 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $810,636.

    13F-HR 0001725547-25-004112 filed by HMV Wealth 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 8,491 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $774,719.

    13F-HR 0001725547-25-003532 filed by HMV Wealth 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 8,491 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $664,675.

    13F-HR 0001725547-25-001415 filed by HMV Wealth 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 8,491 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $628,419.

    13F-HR 0001725547-25-000859 filed by HMV Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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