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Wilkins Miller Wealth Management, LLC: SCHV position timeline

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

Wilkins Miller Wealth Management, LLC held 84,100 SCHV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 84,100 shares
    Change vs previous 13F +308 shares

    1.58% of the 13F portfolio, value $2,801,386.

    13F-HR 0002057318-26-000006 filed by Wilkins Miller Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 83,792 shares
    Change vs previous 13F +1,785 shares

    1.6% of the 13F portfolio, value $2,916,799.

    13F-HR 0002057318-26-000004 filed by Wilkins Miller Wealth Management, LLC
    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 82,007 shares
    Change vs previous 13F +1,812 shares

    1.51% of the 13F portfolio, value $2,501,229.

    13F-HR 0002057318-26-000002 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 80,195 shares
    Change vs previous 13F +1,373 shares

    1.41% of the 13F portfolio, value $2,374,591.

    13F-HR 0001172661-26-000242 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 78,822 shares
    Change vs previous 13F +62 shares

    1.42% of the 13F portfolio, value $2,294,537.

    13F-HR 0001172661-25-004682 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 78,760 shares
    Change vs previous 13F +8,092 shares

    1.48% of the 13F portfolio, value $2,179,305.

    13F-HR 0001172661-25-003347 filed by Wilkins Miller Wealth Management, LLC
    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 70,668 shares
    Change vs previous 13F +1,786 shares

    1.41% of the 13F portfolio, value $1,878,380.

    13F-HR 0001172661-25-001748 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 68,882 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $1,795,793.

    13F-HR 0001172661-25-001337 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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