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SIMA Wealth Partners, LLC: SCHV position timeline

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

SIMA Wealth Partners, LLC held 54,238 SCHV 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 54,238 shares
    Change vs previous 13F -600 shares

    1.34% of the 13F portfolio, value $1,888,029.

    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 54,838 shares
    Change vs previous 13F -3,143 shares

    1.27% of the 13F portfolio, value $1,672,565.

    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 57,981 shares
    Change vs previous 13F -5,953 shares

    1.31% of the 13F portfolio, value $1,716,809.

    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 63,934 shares
    Change vs previous 13F -1,195 shares

    1.42% of the 13F portfolio, value $1,861,126.

    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 65,129 shares
    Change vs previous 13F -2,111 shares

    1.45% of the 13F portfolio, value $1,802,108.

    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 67,240 shares
    Change vs previous 13F -2,438 shares

    1.48% of the 13F portfolio, value $1,787,232.

    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 69,678 shares
    Change vs previous 13F +44,312 shares

    1.54% of the 13F portfolio, value $1,816,499.

    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 25,366 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $2,038,640.

    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).