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Sound View Wealth Advisors Group, LLC: SCHF position timeline

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

Sound View Wealth Advisors Group, LLC held 322,218 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 322,218 shares
    Change vs previous 13F +10,966 shares

    0.55% of the 13F portfolio, value $8,925,429.

    13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors Group, 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 311,252 shares
    Change vs previous 13F +7,823 shares

    0.52% of the 13F portfolio, value $7,703,496.

    13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors Group, 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 303,429 shares
    Change vs previous 13F +22,770 shares

    0.49% of the 13F portfolio, value $7,294,440.

    13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors Group, 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 280,659 shares
    Change vs previous 13F +94,556 shares

    0.45% of the 13F portfolio, value $6,533,749.

    13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors Group, 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 186,103 shares
    Change vs previous 13F +135,496 shares

    0.3% of the 13F portfolio, value $4,112,883.

    13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors Group, 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 50,607 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,001,016.

    13F-HR 0001765380-25-000197 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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