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Disclosery

Athena Investment Management: SCHF position timeline

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

Athena Investment Management held 291,526 SCHF 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 291,526 shares
    Change vs previous 13F -83,083 shares

    4.79% of the 13F portfolio, value $8,075,270.

    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 374,609 shares
    Change vs previous 13F +155 shares

    4.81% of the 13F portfolio, value $9,271,573.

    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 374,454 shares
    Change vs previous 13F +595 shares

    4.61% of the 13F portfolio, value $9,001,874.

    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 373,859 shares
    Change vs previous 13F -1,130 shares

    4.53% of the 13F portfolio, value $8,703,438.

    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 374,989 shares
    Change vs previous 13F -347 shares

    4.63% of the 13F portfolio, value $8,287,257.

    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 375,336 shares
    Change vs previous 13F -9,558 shares

    4.5% of the 13F portfolio, value $7,424,146.

    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 384,894 shares
    Change vs previous 13F +193,414 shares

    4.12% of the 13F portfolio, value $7,120,539.

    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 191,480 shares
    Change vs previous 13F not available

    4.49% of the 13F portfolio, value $7,873,658.

    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).