Skip to content
Disclosery

Waterford Advisors, LLC: SCHV position timeline

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

Waterford Advisors, LLC held 32,703 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,703 shares
    Change vs previous 13F -2,104 shares

    0.32% of the 13F portfolio, value $1,185,823.

    13F-HR 0001960657-26-000003 filed by Waterford Advisors, 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 34,807 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,110,702.

    13F-HR 0001960657-26-000002 filed by Waterford Advisors, 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 34,807 shares
    Change vs previous 13F -114,567 shares

    0.45% of the 13F portfolio, value $1,139,940.

    13F-HR 0001960657-26-000001 filed by Waterford Advisors, 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 149,374 shares
    Change vs previous 13F -186,827 shares

    1.5% of the 13F portfolio, value $4,348,268.

    13F-HR 0001960657-25-000007 filed by Waterford Advisors, 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 336,201 shares
    Change vs previous 13F +190,327 shares

    1.66% of the 13F portfolio, value $4,133,170.

    13F-HR 0001960657-25-000005 filed by Waterford Advisors, 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 145,874 shares
    Change vs previous 13F -2,271 shares

    1.61% of the 13F portfolio, value $3,877,323.

    13F-HR 0001960657-25-000002 filed by Waterford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 148,145 shares
    Change vs previous 13F +98,763 shares

    1.97% of the 13F portfolio, value $3,862,132.

    13F-HR 0001960657-25-000001 filed by Waterford Advisors, LLC
    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 49,382 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $3,968,806.

    13F-HR 0001960657-24-000005 filed by Waterford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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