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Disclosery

Wealth Group, Ltd.: SCHV position timeline

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

Wealth Group, Ltd. held 8,250 SCHV shares at 2025-06-30 per its 13F-HR filed 2025-08-19.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 8,250 shares
    Change vs previous 13F -40,697 shares

    0.23% of the 13F portfolio, value $228,000.

    13F-HR 0002013988-25-000006 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 48,947 shares
    Change vs previous 13F +8,887 shares

    0.84% of the 13F portfolio, value $1,301,000.

    13F-HR 0002013988-25-000002 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 40,060 shares
    Change vs previous 13F +30,797 shares

    0.68% of the 13F portfolio, value $1,044,000.

    13F-HR 0002013988-25-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F/A 9,263 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $744,000.

    13F-HR/A 0001665518-24-000007 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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