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Aletheian Wealth Advisors LLC: SCHH position timeline

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

Aletheian Wealth Advisors LLC held 36,430 SCHH shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,430 shares
    Change vs previous 13F -330 shares

    0.32% of the 13F portfolio, value $802,917.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,760 shares
    Change vs previous 13F -2 shares

    0.37% of the 13F portfolio, value $870,477.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors 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 36,762 shares
    Change vs previous 13F -2,806 shares

    0.39% of the 13F portfolio, value $790,015.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors 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 39,568 shares
    Change vs previous 13F -1,020 shares

    0.4% of the 13F portfolio, value $853,482.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors 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 40,588 shares
    Change vs previous 13F +1,104 shares

    0.42% of the 13F portfolio, value $858,842.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors 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 39,484 shares
    Change vs previous 13F -538 shares

    0.48% of the 13F portfolio, value $849,301.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors 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 40,022 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $842,863.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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