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ACT WEALTH MANAGEMENT, LLC: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ACT WEALTH MANAGEMENT, LLC on SCHC, newest first. How the timeline and the estimate are built.

ACT WEALTH MANAGEMENT, LLC held 35,479 SCHC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,479 shares
    Change vs previous 13F +12 shares

    0.52% of the 13F portfolio, value $1,764,725.

    13F-HR 0001754960-26-000829 filed by ACT WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,467 shares
    Change vs previous 13F +46 shares

    0.5% of the 13F portfolio, value $1,706,672.

    13F-HR 0001754960-26-000416 filed by ACT 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 ended2026-03-31
    13F 35,421 shares
    Change vs previous 13F +500 shares

    0.56% of the 13F portfolio, value $1,655,570.

    13F-HR 0001754960-26-000255 filed by ACT 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 ended2025-12-31
    13F 34,921 shares
    Change vs previous 13F -674 shares

    0.52% of the 13F portfolio, value $1,589,946.

    13F-HR 0001754960-26-000076 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 35,595 shares
    Change vs previous 13F -395 shares

    0.57% of the 13F portfolio, value $1,619,914.

    13F-HR 0001754960-25-000631 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 35,990 shares
    Change vs previous 13F +3,578 shares

    0.65% of the 13F portfolio, value $1,532,831.

    13F-HR 0001754960-25-000330 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 32,412 shares
    Change vs previous 13F -392 shares

    0.53% of the 13F portfolio, value $1,162,956.

    13F-HR 0001754960-25-000172 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 32,804 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,126,174.

    13F-HR 0001754960-25-000040 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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