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Santori & Peters, Inc.: SCHV position timeline

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

Santori & Peters, Inc. held 41,835 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,835 shares
    Change vs previous 13F +36 shares

    0.41% of the 13F portfolio, value $1,456,291.

    13F-HR 0001730959-26-000003 filed by Santori & Peters, Inc.
    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 41,799 shares
    Change vs previous 13F +14,037 shares

    0.4% of the 13F portfolio, value $1,274,881.

    13F-HR 0001730959-26-000002 filed by Santori & Peters, Inc.
    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 27,762 shares
    Change vs previous 13F +43 shares

    0.28% of the 13F portfolio, value $822,044.

    13F-HR 0001730959-26-000001 filed by Santori & Peters, Inc.
    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 27,719 shares
    Change vs previous 13F -4,785 shares

    0.29% of the 13F portfolio, value $806,895.

    13F-HR 0001730959-25-000007 filed by Santori & Peters, Inc.
    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 32,504 shares
    Change vs previous 13F +45 shares

    0.33% of the 13F portfolio, value $899,386.

    13F-HR 0001730959-25-000003 filed by Santori & Peters, Inc.
    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 32,459 shares
    Change vs previous 13F -5,123 shares

    0.35% of the 13F portfolio, value $862,771.

    13F-HR 0001730959-25-000002 filed by Santori & Peters, Inc.
    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 37,582 shares
    Change vs previous 13F +24,868 shares

    0.38% of the 13F portfolio, value $979,764.

    13F-HR 0001730959-25-000001 filed by Santori & Peters, Inc.
    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 12,714 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,021,811.

    13F-HR 0001730959-24-000007 filed by Santori & Peters, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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