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Nadler Financial Group, Inc.: SCHV position timeline

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

Nadler Financial Group, Inc. held 95,845 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,845 shares
    Change vs previous 13F -815 shares

    0.28% of the 13F portfolio, value $3,336,364.

    13F-HR 0001541787-26-000008 filed by Nadler Financial Group, 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 96,660 shares
    Change vs previous 13F -45,059 shares

    0.28% of the 13F portfolio, value $2,948,130.

    13F-HR 0001541787-26-000006 filed by Nadler Financial Group, 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 141,719 shares
    Change vs previous 13F -1,560 shares

    0.39% of the 13F portfolio, value $4,196,300.

    13F-HR 0001541787-26-000005 filed by Nadler Financial Group, 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 143,279 shares
    Change vs previous 13F -29,270 shares

    0.4% of the 13F portfolio, value $4,170,852.

    13F-HR 0001541787-25-000008 filed by Nadler Financial Group, 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 172,549 shares
    Change vs previous 13F -15,096 shares

    0.49% of the 13F portfolio, value $4,774,431.

    13F-HR 0001541787-25-000005 filed by Nadler Financial Group, 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 187,645 shares
    Change vs previous 13F +4,475 shares

    0.55% of the 13F portfolio, value $4,987,604.

    13F-HR 0001541787-25-000004 filed by Nadler Financial Group, 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 183,170 shares
    Change vs previous 13F +132,145 shares

    0.5% of the 13F portfolio, value $4,775,242.

    13F-HR 0001541787-25-000003 filed by Nadler Financial Group, Inc.
    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 51,025 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,100,879.

    13F-HR 0001541787-24-000007 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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