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Plus Group Wealth Advisors LLC: SCHV position timeline

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

Plus Group Wealth Advisors LLC held 266,466 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,466 shares
    Change vs previous 13F +4,734 shares

    8.72% of the 13F portfolio, value $9,275,674.

    13F-HR 0002109515-26-000003 filed by Plus Group Wealth 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 261,732 shares
    Change vs previous 13F +6,487 shares

    8.78% of the 13F portfolio, value $7,982,833.

    13F-HR 0002109515-26-000002 filed by Plus Group Wealth 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 255,245 shares
    Change vs previous 13F not available

    8.38% of the 13F portfolio, value $7,557,794.

    13F-HR 0002109515-26-000001 filed by Plus Group Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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