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Disclosery

&PARTNERS: SCHV position timeline

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

&PARTNERS held 26,387 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,387 shares
    Change vs previous 13F -644 shares

    <0.01% of the 13F portfolio, value $918,530.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 27,031 shares
    Change vs previous 13F +7,906 shares

    <0.01% of the 13F portfolio, value $824,440.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 19,125 shares
    Change vs previous 13F -475 shares

    <0.01% of the 13F portfolio, value $566,302.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 19,600 shares
    Change vs previous 13F +4,912 shares

    <0.01% of the 13F portfolio, value $570,559.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 14,688 shares
    Change vs previous 13F -1,323 shares

    <0.01% of the 13F portfolio, value $406,430.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 16,011 shares
    Change vs previous 13F +3,772 shares

    <0.01% of the 13F portfolio, value $388,803.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 12,239 shares
    Change vs previous 13F +8,170 shares

    <0.01% of the 13F portfolio, value $320,543.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 4,069 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $327,044.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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