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Disclosery

Lighthouse Wealth Management Inc.: SCHV position timeline

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

Lighthouse Wealth Management Inc. held 258,169 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,169 shares
    Change vs previous 13F +8,034 shares

    5.58% of the 13F portfolio, value $8,986,851.

    13F-HR 0002042810-26-000003 filed by Lighthouse Wealth Management Inc.
    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 250,135 shares
    Change vs previous 13F +49,982 shares

    5.18% of the 13F portfolio, value $7,629,120.

    13F-HR 0002042810-26-000002 filed by Lighthouse Wealth Management Inc.
    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 200,153 shares
    Change vs previous 13F +15,042 shares

    4.05% of the 13F portfolio, value $5,926,531.

    13F-HR 0002042810-26-000001 filed by Lighthouse Wealth Management Inc.
    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 185,111 shares
    Change vs previous 13F +26,253 shares

    4.37% of the 13F portfolio, value $5,388,591.

    13F-HR 0002042810-25-000007 filed by Lighthouse Wealth Management Inc.
    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 158,858 shares
    Change vs previous 13F -334 shares

    3.8% of the 13F portfolio, value $4,395,614.

    13F-HR 0002042810-25-000006 filed by Lighthouse Wealth Management Inc.
    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 159,192 shares
    Change vs previous 13F +3,897 shares

    3.88% of the 13F portfolio, value $4,231,324.

    13F-HR 0002042810-25-000003 filed by Lighthouse Wealth Management Inc.
    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 155,295 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $4,048,540.

    13F-HR 0002042810-25-000002 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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