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Von Berge Wealth Management Group, LLC: SCHV position timeline

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

Von Berge Wealth Management Group, LLC held 0 SCHV shares at 2025-09-30 per its 13F-HR filed 2025-10-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -153,341 shares

    13F-HR 0001085146-25-005787 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 153,341 shares
    Change vs previous 13F +68 shares

    2.42% of the 13F portfolio, value $4,318,081.

    13F-HR 0001085146-25-004146 filed by Von Berge Wealth Management 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 ended2025-03-31
    13F 153,273 shares
    Change vs previous 13F +3,189 shares

    2.53% of the 13F portfolio, value $3,925,331.

    13F-HR 0001085146-25-002380 filed by Von Berge Wealth Management 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 ended2024-12-31
    13F 150,084 shares
    Change vs previous 13F +2,651 shares

    2.48% of the 13F portfolio, value $4,097,293.

    13F-HR 0001085146-25-000847 filed by Von Berge Wealth Management 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 ended2024-09-30
    13F 147,433 shares
    Change vs previous 13F +91,313 shares

    2.5% of the 13F portfolio, value $4,038,202.

    13F-HR 0001085146-24-005557 filed by Von Berge Wealth Management 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 ended2024-06-30
    13F 56,120 shares
    Change vs previous 13F +317 shares

    2.63% of the 13F portfolio, value $4,136,654.

    13F-HR 0001085146-24-003181 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 55,803 shares
    Change vs previous 13F +9,610 shares

    2.73% of the 13F portfolio, value $4,239,876.

    13F-HR 0001085146-24-001777 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 46,193 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $3,222,430.

    13F-HR 0001085146-24-000358 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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