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Accredited Wealth Management, LLC: SCHP position timeline

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

Accredited Wealth Management, LLC held 4,910 SCHP shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,910 shares
    Change vs previous 13F -8,982 shares

    0.28% of the 13F portfolio, value $370,563.

    13F-HR 0002056519-25-000008 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 13,892 shares
    Change vs previous 13F -2,700 shares

    0.3% of the 13F portfolio, value $370,639.

    13F-HR 0002056519-25-000007 filed by Accredited 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 ended2025-03-31
    13F 16,592 shares
    Change vs previous 13F -4,620 shares

    0.38% of the 13F portfolio, value $446,159.

    13F-HR 0002056519-25-000003 filed by Accredited 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 ended2024-12-31
    13F 21,212 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $547,906.

    13F-HR 0002056315-25-000003 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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