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Pinnacle Family Advisors, LLC: SCHV position timeline

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

Pinnacle Family Advisors, LLC held 251,880 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 251,880 shares
    Change vs previous 13F +98,362 shares

    3.68% of the 13F portfolio, value $8,767,929.

    13F-HR 0001172661-26-003580 filed by Pinnacle Family Advisors, 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 153,518 shares
    Change vs previous 13F +73,516 shares

    2.2% of the 13F portfolio, value $4,682,285.

    13F-HR 0001172661-26-001983 filed by Pinnacle Family 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 ended2025-12-31
    13F 80,002 shares
    Change vs previous 13F -1,021 shares

    1.04% of the 13F portfolio, value $2,368,847.

    13F-HR 0001172661-26-000958 filed by Pinnacle Family 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 ended2025-09-30
    13F 81,023 shares
    Change vs previous 13F +3,460 shares

    1.03% of the 13F portfolio, value $2,358,567.

    13F-HR 0001172661-25-004989 filed by Pinnacle Family 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 ended2025-06-30
    13F 77,563 shares
    Change vs previous 13F -67,760 shares

    1.04% of the 13F portfolio, value $2,146,165.

    13F-HR 0001172661-25-003418 filed by Pinnacle Family 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 ended2025-03-31
    13F 145,323 shares
    Change vs previous 13F +69,707 shares

    2.1% of the 13F portfolio, value $3,862,691.

    13F-HR 0001172661-25-001981 filed by Pinnacle Family 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 ended2024-12-31
    13F 75,616 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,971,309.

    13F-HR 0001172661-25-001089 filed by Pinnacle Family Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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