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Disclosery

Athena Investment Management: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Athena Investment Management on SCHA, newest first. How the timeline and the estimate are built.

Athena Investment Management held 249,377 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 249,377 shares
    Change vs previous 13F -49,067 shares

    5.34% of the 13F portfolio, value $9,009,991.

    13F-HR 0001921093-26-000003 filed by Athena Investment Management
    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 298,444 shares
    Change vs previous 13F -1,301 shares

    4.5% of the 13F portfolio, value $8,678,752.

    13F-HR 0001921093-26-000002 filed by Athena Investment Management
    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 299,745 shares
    Change vs previous 13F -2,662 shares

    4.37% of the 13F portfolio, value $8,536,738.

    13F-HR 0001921093-26-000001 filed by Athena Investment Management
    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 302,407 shares
    Change vs previous 13F -18,168 shares

    4.4% of the 13F portfolio, value $8,437,155.

    13F-HR 0001921093-25-000006 filed by Athena Investment Management
    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 320,575 shares
    Change vs previous 13F -30 shares

    4.53% of the 13F portfolio, value $8,110,548.

    13F-HR 0001921093-25-000004 filed by Athena Investment Management
    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 320,605 shares
    Change vs previous 13F -4,891 shares

    4.55% of the 13F portfolio, value $7,511,775.

    13F-HR 0001921093-25-000002 filed by Athena Investment Management
    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 325,496 shares
    Change vs previous 13F +164,008 shares

    4.88% of the 13F portfolio, value $8,417,327.

    13F-HR 0001921093-25-000001 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 161,488 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $8,316,632.

    13F-HR 0001921093-24-000004 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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