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Disclosery

Abound Wealth Management: SCHE position timeline

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

Abound Wealth Management held 14,889 SCHE 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 14,889 shares
    Change vs previous 13F +19 shares

    0.11% of the 13F portfolio, value $539,874.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    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 14,870 shares
    Change vs previous 13F +319 shares

    0.11% of the 13F portfolio, value $489,974.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    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 14,551 shares
    Change vs previous 13F +172 shares

    0.11% of the 13F portfolio, value $476,553.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    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 14,379 shares
    Change vs previous 13F -2,302 shares

    0.12% of the 13F portfolio, value $479,830.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    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 16,681 shares
    Change vs previous 13F -1,646 shares

    0.14% of the 13F portfolio, value $502,767.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    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 18,327 shares
    Change vs previous 13F -689 shares

    0.17% of the 13F portfolio, value $505,274.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    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 19,016 shares
    Change vs previous 13F -1,054 shares

    0.16% of the 13F portfolio, value $506,393.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    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 20,070 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $585,634.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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