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WARNER FINANCIAL, INC: SCHV position timeline

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

WARNER FINANCIAL, INC held 163,018 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,018 shares
    Change vs previous 13F +4,138 shares

    1.67% of the 13F portfolio, value $5,674,648.

    13F-HR 0001951757-26-000986 filed by WARNER FINANCIAL, INC
    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 158,880 shares
    Change vs previous 13F +8,981 shares

    1.66% of the 13F portfolio, value $4,846,000.

    13F-HR 0001951757-26-000546 filed by WARNER FINANCIAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 149,899 shares
    Change vs previous 13F +7,926 shares

    1.54% of the 13F portfolio, value $4,438,000.

    13F-HR 0001927175-26-000001 filed by WARNER FINANCIAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 141,973 shares
    Change vs previous 13F +1,828 shares

    1.54% of the 13F portfolio, value $4,133,000.

    13F-HR 0001927175-25-000007 filed by WARNER FINANCIAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 140,145 shares
    Change vs previous 13F +3,102 shares

    1.6% of the 13F portfolio, value $3,878,000.

    13F-HR 0001927175-25-000005 filed by WARNER FINANCIAL, INC
    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 137,043 shares
    Change vs previous 13F +8,330 shares

    1.61% of the 13F portfolio, value $3,643,000.

    13F-HR 0001927175-25-000002 filed by WARNER FINANCIAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 128,713 shares
    Change vs previous 13F +94,399 shares

    1.44% of the 13F portfolio, value $3,356,000.

    13F-HR 0001927175-25-000001 filed by WARNER FINANCIAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 34,314 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,758,000.

    13F-HR 0001927175-24-000006 filed by WARNER FINANCIAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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