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WESCAP Management Group, Inc.: SCHV position timeline

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

WESCAP Management Group, Inc. held 27,491 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,491 shares
    Change vs previous 13F +2,122 shares

    0.18% of the 13F portfolio, value $956,962.

    13F-HR 0001172661-26-003260 filed by WESCAP Management Group, 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 25,369 shares
    Change vs previous 13F +2,129 shares

    0.15% of the 13F portfolio, value $773,755.

    13F-HR 0001172661-26-001721 filed by WESCAP Management Group, 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 23,240 shares
    Change vs previous 13F +89 shares

    0.14% of the 13F portfolio, value $688,136.

    13F-HR 0001172661-26-000614 filed by WESCAP Management Group, 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 23,151 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $673,926.

    13F-HR 0001172661-25-004597 filed by WESCAP Management Group, 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 23,151 shares
    Change vs previous 13F +3,188 shares

    0.15% of the 13F portfolio, value $640,588.

    13F-HR 0001172661-25-002923 filed by WESCAP Management Group, 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 19,963 shares
    Change vs previous 13F +951 shares

    0.13% of the 13F portfolio, value $530,617.

    13F-HR 0001172661-25-001717 filed by WESCAP Management Group, 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 19,012 shares
    Change vs previous 13F +13,266 shares

    0.12% of the 13F portfolio, value $495,643.

    13F-HR 0001172661-25-000712 filed by WESCAP Management Group, 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 5,746 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $461,806.

    13F-HR 0001172661-24-004930 filed by WESCAP Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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