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Disclosery

Shearwater Capital LLC: SCHV position timeline

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

Shearwater Capital LLC held 9,857 SCHV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,857 shares
    Change vs previous 13F -135 shares

    0.16% of the 13F portfolio, value $328,337.

    13F-HR 0001905665-26-000005 filed by Shearwater Capital LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,992 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $347,821.

    13F-HR 0001905665-26-000004 filed by Shearwater Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,992 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $304,756.

    13F-HR 0001905665-26-000003 filed by Shearwater Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,992 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $295,863.

    13F-HR 0001905665-26-000001 filed by Shearwater Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,992 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $290,867.

    13F-HR 0001905665-25-000006 filed by Shearwater Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,992 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $276,479.

    13F-HR 0001905665-25-000005 filed by Shearwater Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 9,992 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $265,587.

    13F-HR/A 0001905665-25-000004 filed by Shearwater Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,992 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $260,491.

    13F-HR 0001905665-25-000001 filed by Shearwater Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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