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A4 Wealth Advisors LLC: SCHR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A4 Wealth Advisors LLC on SCHR, newest first. How the timeline and the estimate are built.

A4 Wealth Advisors LLC held 273,845 SCHR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 273,845 shares
    Change vs previous 13F +208,034 shares

    4.56% of the 13F portfolio, value $6,753,018.

    13F-HR 0002033987-26-000006 filed by A4 Wealth Advisors LLC
    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 65,811 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $1,639,352.

    13F-HR 0002033987-26-000004 filed by A4 Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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