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Disclosery

LWM ADVISORS INC: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM ADVISORS INC on SCHV, newest first. How the timeline and the estimate are built.

LWM ADVISORS INC held 19,454 SCHV 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 19,454 shares
    Change vs previous 13F +7,925 shares

    0.49% of the 13F portfolio, value $648,027.

    13F-HR 0002085853-26-001113 filed by LWM ADVISORS INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,529 shares
    Change vs previous 13F +14 shares

    0.3% of the 13F portfolio, value $401,310.

    13F-HR 0002085853-26-000680 filed by LWM ADVISORS INC
    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 11,515 shares
    Change vs previous 13F +6 shares

    0.3% of the 13F portfolio, value $351,216.

    13F-HR 0002085853-26-000343 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,509 shares
    Change vs previous 13F +8 shares

    0.3% of the 13F portfolio, value $340,773.

    13F-HR 0002085853-26-000024 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,501 shares
    Change vs previous 13F -516 shares

    0.3% of the 13F portfolio, value $334,793.

    13F-HR 0002085853-25-000014 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,017 shares
    Change vs previous 13F +7 shares

    0.32% of the 13F portfolio, value $332,509.

    13F-HR 0001667731-25-000739 filed by LWM ADVISORS INC
    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 12,010 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $314,534.

    13F-HR 0001667731-25-000622 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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