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Disclosery

Leeward Financial Partners, LLC: SCHV position timeline

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

Leeward Financial Partners, LLC held 181,501 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 181,501 shares
    Change vs previous 13F +3,856 shares

    1.66% of the 13F portfolio, value $6,318,063.

    13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, 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 177,645 shares
    Change vs previous 13F -11 shares

    1.61% of the 13F portfolio, value $5,418,164.

    13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, 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 177,656 shares
    Change vs previous 13F -1,394 shares

    1.48% of the 13F portfolio, value $5,260,392.

    13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, 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 179,050 shares
    Change vs previous 13F +6,509 shares

    1.48% of the 13F portfolio, value $5,212,154.

    13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, 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 172,541 shares
    Change vs previous 13F +2,328 shares

    1.51% of the 13F portfolio, value $4,774,199.

    13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, 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 170,213 shares
    Change vs previous 13F +604 shares

    1.69% of the 13F portfolio, value $4,524,257.

    13F-HR 0001941040-25-000275 filed by Leeward Financial Partners, 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 169,609 shares
    Change vs previous 13F +114,150 shares

    1.58% of the 13F portfolio, value $4,421,705.

    13F-HR 0001941040-25-000141 filed by Leeward Financial Partners, 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 55,459 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $4,457,235.

    13F-HR 0001941040-24-000452 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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