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Aegis Wealth Management LLC: SCHH position timeline

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

Aegis Wealth Management LLC held 21,038 SCHH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,038 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $498,180.

    13F-HR 0001628818-26-000004 filed by Aegis 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 ended2026-03-31
    13F 21,038 shares
    Change vs previous 13F +137 shares

    0.26% of the 13F portfolio, value $452,107.

    13F-HR 0001628818-26-000003 filed by Aegis 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 ended2025-12-31
    13F 20,901 shares
    Change vs previous 13F +354 shares

    0.25% of the 13F portfolio, value $436,622.

    13F-HR 0001628818-26-000001 filed by Aegis 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 ended2025-09-30
    13F 20,547 shares
    Change vs previous 13F -3,074 shares

    0.24% of the 13F portfolio, value $443,199.

    13F-HR 0001628818-25-000004 filed by Aegis 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 ended2025-06-30
    13F 23,621 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $508,088.

    13F-HR 0001085146-25-004679 filed by Aegis 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 ended2025-03-31
    13F 23,621 shares
    Change vs previous 13F -480 shares

    0.3% of the 13F portfolio, value $508,088.

    13F-HR 0001085146-25-002751 filed by Aegis 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 ended2024-12-31
    13F 24,101 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $507,568.

    13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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