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Persium Advisors, LLC: SCHV position timeline

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

Persium Advisors, LLC held 765,306 SCHV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 765,306 shares
    Change vs previous 13F -36,517 shares

    13.35% of the 13F portfolio, value $25,492,342.

    13F-HR 0002033683-26-000007 filed by Persium Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 801,823 shares
    Change vs previous 13F -26,803 shares

    18.21% of the 13F portfolio, value $27,911,448.

    13F-HR/A 0002033683-26-000005 filed by Persium Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 828,626 shares
    Change vs previous 13F -16,558 shares

    19.9% of the 13F portfolio, value $25,273,093.

    13F-HR 0002033683-26-000002 filed by Persium Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 845,184 shares
    Change vs previous 13F +23,520 shares

    18.27% of the 13F portfolio, value $25,025,898.

    13F-HR 0002033683-26-000001 filed by Persium Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 821,664 shares
    Change vs previous 13F +35,770 shares

    17.96% of the 13F portfolio, value $23,918,639.

    13F-HR 0002033683-25-000006 filed by Persium Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 785,894 shares
    Change vs previous 13F +36,035 shares

    18% of the 13F portfolio, value $21,745,687.

    13F-HR 0002033683-25-000004 filed by Persium Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 749,859 shares
    Change vs previous 13F +19,147 shares

    18.9% of the 13F portfolio, value $19,931,252.

    13F-HR 0002033683-25-000003 filed by Persium Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 730,712 shares
    Change vs previous 13F not available

    18.77% of the 13F portfolio, value $19,049,662.

    13F-HR 0002033683-25-000001 filed by Persium Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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