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Aletheian Wealth Advisors LLC: SCHP position timeline

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

Aletheian Wealth Advisors LLC held 104,491 SCHP 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 104,491 shares
    Change vs previous 13F +14,228 shares

    1.05% of the 13F portfolio, value $2,625,846.

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

  2. period ended2026-06-30
    13F 90,263 shares
    Change vs previous 13F +1,018 shares

    1.02% of the 13F portfolio, value $2,391,977.

    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 89,245 shares
    Change vs previous 13F +5,848 shares

    1.16% of the 13F portfolio, value $2,374,812.

    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 83,397 shares
    Change vs previous 13F +4,924 shares

    1.04% of the 13F portfolio, value $2,247,544.

    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 78,473 shares
    Change vs previous 13F +8,292 shares

    1.03% of the 13F portfolio, value $2,093,638.

    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 70,181 shares
    Change vs previous 13F +2,675 shares

    1.06% of the 13F portfolio, value $1,887,189.

    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 67,506 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,743,691.

    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).