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Abacus Planning Group, Inc.: SCHC position timeline

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

Abacus Planning Group, Inc. held 60,193 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,193 shares
    Change vs previous 13F -159 shares

    0.36% of the 13F portfolio, value $2,896,475.

    13F-HR 0001602730-26-000004 filed by Abacus Planning 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 60,352 shares
    Change vs previous 13F +4,257 shares

    0.38% of the 13F portfolio, value $2,820,867.

    13F-HR 0001602730-26-000003 filed by Abacus Planning 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 56,095 shares
    Change vs previous 13F +805 shares

    0.34% of the 13F portfolio, value $2,553,992.

    13F-HR 0001602730-26-000002 filed by Abacus Planning 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 55,290 shares
    Change vs previous 13F -240 shares

    0.35% of the 13F portfolio, value $2,516,251.

    13F-HR 0001602730-25-000008 filed by Abacus Planning 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/A 55,530 shares
    Change vs previous 13F +1,463 shares

    0.35% of the 13F portfolio, value $2,365,026.

    13F-HR/A 0001602730-25-000006 filed by Abacus Planning 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 54,067 shares
    Change vs previous 13F -921 shares

    0.34% of the 13F portfolio, value $1,939,920.

    13F-HR 0001602730-25-000003 filed by Abacus Planning 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 54,988 shares
    Change vs previous 13F +5,452 shares

    0.33% of the 13F portfolio, value $1,887,749.

    13F-HR 0001602730-25-000002 filed by Abacus Planning 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 49,536 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,908,641.

    13F-HR 0001602730-24-000006 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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