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Disclosery

William Mack & Associates, Inc.: SCHV position timeline

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

William Mack & Associates, Inc. held 55,360 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,360 shares
    Change vs previous 13F +6,965 shares

    0.68% of the 13F portfolio, value $1,927,067.

    13F-HR 0001754960-26-000473 filed by William Mack & Associates, 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 48,395 shares
    Change vs previous 13F -1,590 shares

    0.84% of the 13F portfolio, value $1,476,041.

    13F-HR 0001754960-26-000244 filed by William Mack & Associates, 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 49,985 shares
    Change vs previous 13F -262 shares

    0.7% of the 13F portfolio, value $1,480,059.

    13F-HR 0001754960-26-000159 filed by William Mack & Associates, 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 50,247 shares
    Change vs previous 13F +133 shares

    0.79% of the 13F portfolio, value $1,462,692.

    13F-HR 0001754960-25-000794 filed by William Mack & Associates, 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 50,114 shares
    Change vs previous 13F +1,456 shares

    0.88% of the 13F portfolio, value $1,386,668.

    13F-HR 0001754960-25-000806 filed by William Mack & Associates, 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 48,658 shares
    Change vs previous 13F +531 shares

    1.11% of the 13F portfolio, value $1,293,336.

    13F-HR 0001754960-25-000805 filed by William Mack & Associates, 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 48,127 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,254,673.

    13F-HR 0001754960-25-000804 filed by William Mack & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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