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Schwallier Wealth Management LLC: GOVI position timeline

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

Schwallier Wealth Management LLC held 33,118 GOVI 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 33,118 shares
    Change vs previous 13F -11,043 shares

    0.57% of the 13F portfolio, value $899,143.

    13F-HR 0001934951-26-000003 filed by Schwallier Wealth Management 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 44,161 shares
    Change vs previous 13F -260,955 shares

    0.88% of the 13F portfolio, value $1,204,690.

    13F-HR 0001934951-26-000002 filed by Schwallier Wealth Management 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 305,116 shares
    Change vs previous 13F +1,633 shares

    5.35% of the 13F portfolio, value $8,380,273.

    13F-HR 0001934951-26-000001 filed by Schwallier Wealth Management 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 303,483 shares
    Change vs previous 13F +18,695 shares

    5.26% of the 13F portfolio, value $8,424,675.

    13F-HR 0001934951-25-000004 filed by Schwallier Wealth Management 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 284,788 shares
    Change vs previous 13F +72,043 shares

    4.78% of the 13F portfolio, value $7,823,138.

    13F-HR 0001934951-25-000001 filed by Schwallier Wealth Management 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 212,745 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $5,918,561.

    13F-HR 0001934951-25-000002 filed by Schwallier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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