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V2 Financial group LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of V2 Financial group LLC on SCHD, newest first. How the timeline and the estimate are built.

V2 Financial group LLC held 254,527 SCHD 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 254,527 shares
    Change vs previous 13F +205,417 shares

    3.01% of the 13F portfolio, value $8,071,048.

    13F-HR 0002022843-26-000003 filed by V2 Financial 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 49,110 shares
    Change vs previous 13F +13,910 shares

    0.7% of the 13F portfolio, value $1,506,701.

    13F-HR 0002022843-26-000002 filed by V2 Financial 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 35,200 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $965,536.

    13F-HR 0002022843-26-000001 filed by V2 Financial group LLC
    Filed (acceptance time not in the bulk data set), ingested

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