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Disclosery

ATLas Financial Planning LLC: SCHP position timeline

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

ATLas Financial Planning LLC held 129,270 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,270 shares
    Change vs previous 13F +7,164 shares

    2.78% of the 13F portfolio, value $3,425,650.

    13F-HR 0002110886-26-000008 filed by ATLas Financial Planning LLC
    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 122,106 shares
    Change vs previous 13F +5,867 shares

    2.91% of the 13F portfolio, value $3,249,252.

    13F-HR 0002110886-26-000007 filed by ATLas Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 116,239 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $3,079,183.

    13F-HR 0002110886-26-000001 filed by ATLas Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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