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AllSquare Wealth Management LLC: SCHF position timeline

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

AllSquare Wealth Management LLC held 102,075 SCHF shares at 2025-09-30 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 102,075 shares
    Change vs previous 13F -300 shares

    1.25% of the 13F portfolio, value $2,376,301.

    13F-HR 0001633674-26-000005 filed by AllSquare 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 102,375 shares
    Change vs previous 13F -300 shares

    1.27% of the 13F portfolio, value $2,262,483.

    13F-HR 0001633674-25-000003 filed by AllSquare 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 102,675 shares
    Change vs previous 13F -14,950 shares

    1.21% of the 13F portfolio, value $2,030,908.

    13F-HR 0001633674-25-000002 filed by AllSquare 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 117,625 shares
    Change vs previous 13F +58,812 shares

    1.25% of the 13F portfolio, value $2,176,059.

    13F-HR 0001633674-25-000001 filed by AllSquare 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 ended2024-09-30
    13F 58,813 shares
    Change vs previous 13F 0 shares

    1.37% of the 13F portfolio, value $2,418,382.

    13F-HR 0001633674-24-000005 filed by AllSquare 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 ended2024-06-30
    13F 58,813 shares
    Change vs previous 13F -1,007 shares

    1.36% of the 13F portfolio, value $2,259,588.

    13F-HR 0001633674-24-000003 filed by AllSquare 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 ended2024-03-31
    13F 59,820 shares
    Change vs previous 13F 0 shares

    1.37% of the 13F portfolio, value $2,334,169.

    13F-HR 0001633674-24-000002 filed by AllSquare 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 ended2023-12-31
    13F 59,820 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,210,940.

    13F-HR 0001633674-24-000001 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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