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Leverty Financial Group, LLC: SCHF position timeline

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

Leverty Financial Group, LLC held 314,835 SCHF shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 314,835 shares
    Change vs previous 13F +10,253 shares

    1.58% of the 13F portfolio, value $8,648,520.

    13F-HR 0002085853-26-001117 filed by Leverty Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 304,582 shares
    Change vs previous 13F +2,287 shares

    1.64% of the 13F portfolio, value $8,436,924.

    13F-HR 0002085853-26-000686 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 302,295 shares
    Change vs previous 13F +4,890 shares

    1.66% of the 13F portfolio, value $7,481,803.

    13F-HR 0002085853-26-000307 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 297,405 shares
    Change vs previous 13F +715 shares

    1.71% of the 13F portfolio, value $7,149,618.

    13F-HR 0002085853-26-000020 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 296,690 shares
    Change vs previous 13F -7,798 shares

    1.79% of the 13F portfolio, value $6,906,954.

    13F-HR 0002085853-25-000022 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 304,488 shares
    Change vs previous 13F -2,163,897 shares

    2.01% of the 13F portfolio, value $6,729,187.

    13F-HR 0001908386-25-000004 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,468,385 shares
    Change vs previous 13F +79,590 shares

    19.96% of the 13F portfolio, value $48,827,725.

    13F-HR 0001908386-25-000003 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,388,795 shares
    Change vs previous 13F not available

    22.49% of the 13F portfolio, value $44,192,865.

    13F-HR 0001908386-25-000002 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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