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Nalls Sherbakoff Group, LLC: SCHV position timeline

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

Nalls Sherbakoff Group, LLC held 62,681 SCHV 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 62,681 shares
    Change vs previous 13F -1,838 shares

    1.55% of the 13F portfolio, value $2,181,931.

    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 64,519 shares
    Change vs previous 13F +237 shares

    1.45% of the 13F portfolio, value $1,967,819.

    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 64,282 shares
    Change vs previous 13F -13,424 shares

    1.37% of the 13F portfolio, value $1,903,377.

    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 77,706 shares
    Change vs previous 13F +4,660 shares

    1.53% of the 13F portfolio, value $2,262,016.

    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 73,046 shares
    Change vs previous 13F +360 shares

    1.47% of the 13F portfolio, value $2,021,193.

    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 72,686 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $1,932,007.

    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).