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
- period ended2026-09-3013F 765,306 sharesChange 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 - period ended2026-06-3013F/A 801,823 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 828,626 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 845,184 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 821,664 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 785,894 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 749,859 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 730,712 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).