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SIMA Wealth Partners, LLC: SCHF position timeline

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

SIMA Wealth Partners, LLC held 18,598 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,598 shares
    Change vs previous 13F +523 shares

    0.37% of the 13F portfolio, value $515,156.

    13F-HR 0002135539-26-000011 filed by SIMA Wealth Partners, 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 18,075 shares
    Change vs previous 13F +360 shares

    0.34% of the 13F portfolio, value $447,369.

    13F-HR 0002135539-26-000001 filed by SIMA Wealth Partners, 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 17,715 shares
    Change vs previous 13F +438 shares

    0.32% of the 13F portfolio, value $425,881.

    13F-HR 0002135539-26-000003 filed by SIMA Wealth Partners, 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 17,277 shares
    Change vs previous 13F -218 shares

    0.31% of the 13F portfolio, value $402,219.

    13F-HR 0002135539-26-000004 filed by SIMA Wealth Partners, 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 17,495 shares
    Change vs previous 13F -875 shares

    0.31% of the 13F portfolio, value $386,650.

    13F-HR 0002135539-26-000006 filed by SIMA Wealth Partners, 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 18,370 shares
    Change vs previous 13F -2,152 shares

    0.3% of the 13F portfolio, value $363,364.

    13F-HR 0002135539-26-000007 filed by SIMA Wealth Partners, 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 20,522 shares
    Change vs previous 13F +10,892 shares

    0.32% of the 13F portfolio, value $379,662.

    13F-HR 0002135539-26-000008 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,630 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $395,969.

    13F-HR 0002135539-26-000009 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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