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Disclosery

M3 Advisory Group, LLC: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on SCHV, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 93,884 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,884 shares
    Change vs previous 13F +357 shares

    1.69% of the 13F portfolio, value $3,268,095.

    13F-HR 0001951757-26-001045 filed by M3 Advisory Group, 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 93,527 shares
    Change vs previous 13F 0 shares

    1.76% of the 13F portfolio, value $2,852,567.

    13F-HR 0001951757-26-000697 filed by M3 Advisory 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 ended2025-12-31
    13F 93,527 shares
    Change vs previous 13F +264 shares

    1.69% of the 13F portfolio, value $2,769,328.

    13F-HR 0001951757-26-000209 filed by M3 Advisory 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 ended2025-09-30
    13F 93,263 shares
    Change vs previous 13F +276 shares

    1.69% of the 13F portfolio, value $2,714,880.

    13F-HR 0001951757-25-001363 filed by M3 Advisory 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 ended2025-06-30
    13F 92,987 shares
    Change vs previous 13F +1,377 shares

    1.78% of the 13F portfolio, value $2,572,945.

    13F-HR 0001951757-25-000967 filed by M3 Advisory 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 ended2025-03-31
    13F 91,610 shares
    Change vs previous 13F +1,222 shares

    1.92% of the 13F portfolio, value $2,434,988.

    13F-HR 0001951757-25-000419 filed by M3 Advisory 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 ended2024-12-31
    13F 90,388 shares
    Change vs previous 13F +64,470 shares

    1.69% of the 13F portfolio, value $2,356,410.

    13F-HR 0001951757-25-000083 filed by M3 Advisory 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 ended2024-09-30
    13F 25,918 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,083,050.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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