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Nalls Sherbakoff Group, LLC: SCHF position timeline

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

Nalls Sherbakoff Group, LLC held 439,328 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 439,328 shares
    Change vs previous 13F -11,304 shares

    8.65% of the 13F portfolio, value $12,169,374.

    13F-HR 0001437749-26-028140 filed by Nalls Sherbakoff 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 450,632 shares
    Change vs previous 13F -11,469 shares

    8.21% of the 13F portfolio, value $11,153,145.

    13F-HR 0001437749-26-028139 filed by Nalls Sherbakoff 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 462,101 shares
    Change vs previous 13F -60,722 shares

    8.01% of the 13F portfolio, value $11,108,920.

    13F-HR 0001437749-26-007920 filed by Nalls Sherbakoff 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 522,823 shares
    Change vs previous 13F +11,600 shares

    8.21% of the 13F portfolio, value $12,171,321.

    13F-HR 0001437749-26-007926 filed by Nalls Sherbakoff 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 511,223 shares
    Change vs previous 13F +10,692 shares

    8.22% of the 13F portfolio, value $11,298,030.

    13F-HR 0001437749-26-007925 filed by Nalls Sherbakoff 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 500,531 shares
    Change vs previous 13F not available

    8.05% of the 13F portfolio, value $9,900,500.

    13F-HR 0001437749-26-007924 filed by Nalls Sherbakoff Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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