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Newman Dignan & Sheerar, Inc.: SCHV position timeline

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

Newman Dignan & Sheerar, Inc. held 144,331 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,331 shares
    Change vs previous 13F -1,671 shares

    0.96% of the 13F portfolio, value $5,024,146.

    13F-HR 0001566493-26-000003 filed by Newman Dignan & Sheerar, 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 146,002 shares
    Change vs previous 13F -10,881 shares

    0.94% of the 13F portfolio, value $4,453,067.

    13F-HR 0001566493-26-000002 filed by Newman Dignan & Sheerar, 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 156,883 shares
    Change vs previous 13F -854 shares

    0.97% of the 13F portfolio, value $4,645,305.

    13F-HR 0001566493-26-000001 filed by Newman Dignan & Sheerar, 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 157,737 shares
    Change vs previous 13F -1,818 shares

    0.99% of the 13F portfolio, value $4,591,710.

    13F-HR 0001566493-25-000010 filed by Newman Dignan & Sheerar, 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 159,555 shares
    Change vs previous 13F -4,838 shares

    1.01% of the 13F portfolio, value $4,414,891.

    13F-HR 0001566493-25-000004 filed by Newman Dignan & Sheerar, 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/A 164,393 shares
    Change vs previous 13F -14,708 shares

    1.19% of the 13F portfolio, value $4,369,569.

    13F-HR/A 0001566493-25-000003 filed by Newman Dignan & Sheerar, 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 179,101 shares
    Change vs previous 13F -3,491 shares

    1.2% of the 13F portfolio, value $4,669,155.

    13F-HR 0001566493-25-000001 filed by Newman Dignan & Sheerar, 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 182,592 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $4,908,064.

    13F-HR 0001566493-24-000007 filed by Newman Dignan & Sheerar, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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