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LODESTAR PRIVATE ASSET MANAGEMENT LLC: SCHV position timeline

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

LODESTAR PRIVATE ASSET MANAGEMENT LLC held 36,827 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,827 shares
    Change vs previous 13F +4,604 shares

    0.11% of the 13F portfolio, value $1,281,954.

    13F-HR 0001963040-26-000003 filed by LODESTAR PRIVATE ASSET 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 32,223 shares
    Change vs previous 13F +255 shares

    0.1% of the 13F portfolio, value $982,789.

    13F-HR 0001963040-26-000002 filed by LODESTAR PRIVATE ASSET 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 31,968 shares
    Change vs previous 13F +9 shares

    0.09% of the 13F portfolio, value $946,583.

    13F-HR 0001963040-26-000001 filed by LODESTAR PRIVATE ASSET 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 31,959 shares
    Change vs previous 13F +203 shares

    0.1% of the 13F portfolio, value $930,328.

    13F-HR 0001963040-25-000006 filed by LODESTAR PRIVATE ASSET 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 31,756 shares
    Change vs previous 13F +7,069 shares

    0.1% of the 13F portfolio, value $878,690.

    13F-HR 0001963040-25-000004 filed by LODESTAR PRIVATE ASSET 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 24,687 shares
    Change vs previous 13F -1,810 shares

    0.08% of the 13F portfolio, value $656,176.

    13F-HR 0001963040-25-000003 filed by LODESTAR PRIVATE ASSET 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 26,497 shares
    Change vs previous 13F +17,667 shares

    0.09% of the 13F portfolio, value $690,766.

    13F-HR 0001963040-25-000001 filed by LODESTAR PRIVATE ASSET MANAGEMENT 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 8,830 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $709,654.

    13F-HR 0001963040-24-000006 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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