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Disclosery

Sunbelt Securities, Inc.: SCHV position timeline

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

Sunbelt Securities, Inc. held 510,572 SCHV shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 510,572 shares
    Change vs previous 13F +102,225 shares

    0.98% of the 13F portfolio, value $15,572,460.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 408,347 shares
    Change vs previous 13F +193,261 shares

    0.81% of the 13F portfolio, value $12,091,151.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 215,086 shares
    Change vs previous 13F +36,881 shares

    0.43% of the 13F portfolio, value $6,261,166.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 178,205 shares
    Change vs previous 13F +1,195 shares

    0.41% of the 13F portfolio, value $4,645,799.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 177,010 shares
    Change vs previous 13F -3,292 shares

    0.42% of the 13F portfolio, value $4,704,935.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 180,302 shares
    Change vs previous 13F +64,901 shares

    0.41% of the 13F portfolio, value $4,678,832.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 115,401 shares
    Change vs previous 13F +3,636 shares

    0.91% of the 13F portfolio, value $9,274,762.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 111,765 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $8,279,588.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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