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Inman Jager Wealth Management, LLC: SCHV position timeline

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

Inman Jager Wealth Management, LLC held 42,513 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,513 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,479,878.

    13F-HR 0001951757-26-001160 filed by Inman Jager 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 42,513 shares
    Change vs previous 13F -304 shares

    0.76% of the 13F portfolio, value $1,296,646.

    13F-HR 0001951757-26-000715 filed by Inman Jager 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 42,817 shares
    Change vs previous 13F -5,221 shares

    0.78% of the 13F portfolio, value $1,267,811.

    13F-HR 0001951757-26-000302 filed by Inman Jager 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 48,038 shares
    Change vs previous 13F +233 shares

    0.89% of the 13F portfolio, value $1,398,386.

    13F-HR 0001951757-25-001260 filed by Inman Jager 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 47,805 shares
    Change vs previous 13F -723 shares

    0.89% of the 13F portfolio, value $1,322,764.

    13F-HR 0001951757-25-000949 filed by Inman Jager 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 48,528 shares
    Change vs previous 13F +176 shares

    0.97% of the 13F portfolio, value $1,289,874.

    13F-HR 0001951757-25-000436 filed by Inman Jager 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 48,352 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,260,537.

    13F-HR 0001951757-25-000139 filed by Inman Jager Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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