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Disclosery

Wedmont Private Capital: SCHV position timeline

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

Wedmont Private Capital held 46,322 SCHV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 46,322 shares
    Change vs previous 13F +8,500 shares

    0.04% of the 13F portfolio, value $1,566,150.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,822 shares
    Change vs previous 13F -1,582 shares

    0.04% of the 13F portfolio, value $1,300,689.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 39,404 shares
    Change vs previous 13F -176 shares

    0.04% of the 13F portfolio, value $1,242,012.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 39,580 shares
    Change vs previous 13F +22,684 shares

    0.04% of the 13F portfolio, value $1,192,945.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,896 shares
    Change vs previous 13F -1,094 shares

    0.02% of the 13F portfolio, value $492,343.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,990 shares
    Change vs previous 13F -998 shares

    0.02% of the 13F portfolio, value $503,913.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,988 shares
    Change vs previous 13F +2,309 shares

    0.02% of the 13F portfolio, value $471,474.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,679 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $429,821.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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