Skip to content
Disclosery

James J. Burns & Company, LLC: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of James J. Burns & Company, LLC on SCHV, newest first. How the timeline and the estimate are built.

James J. Burns & Company, LLC held 370,207 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 370,207 shares
    Change vs previous 13F -5,528 shares

    1.4% of the 13F portfolio, value $12,886,904.

    13F-HR 0002063364-26-000255 filed by James J. Burns & Company, 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 375,735 shares
    Change vs previous 13F -10,858 shares

    1.55% of the 13F portfolio, value $11,459,934.

    13F-HR 0002063364-26-000103 filed by James J. Burns & Company, 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 386,593 shares
    Change vs previous 13F +3,178 shares

    1.58% of the 13F portfolio, value $11,447,016.

    13F-HR 0002063364-26-000022 filed by James J. Burns & Company, 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 383,415 shares
    Change vs previous 13F +3,327 shares

    1.66% of the 13F portfolio, value $11,161,222.

    13F-HR 0002063364-25-000238 filed by James J. Burns & Company, 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 380,088 shares
    Change vs previous 13F +4,068 shares

    1.72% of the 13F portfolio, value $10,516,979.

    13F-HR 0002063364-25-000137 filed by James J. Burns & Company, 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 376,020 shares
    Change vs previous 13F +3,610 shares

    1.79% of the 13F portfolio, value $9,994,617.

    13F-HR 0002063364-25-000009 filed by James J. Burns & Company, 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 372,410 shares
    Change vs previous 13F +250,028 shares

    1.69% of the 13F portfolio, value $9,708,000.

    13F-HR 0001949059-25-000003 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 122,382 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $9,836,000.

    13F-HR 0001949059-24-000011 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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