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Disclosery

Avant Financial Advisors LLC: SCHE position timeline

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

Avant Financial Advisors LLC held 22,283 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,283 shares
    Change vs previous 13F -51 shares

    0.5% of the 13F portfolio, value $807,974.

    13F-HR 0001951757-26-000953 filed by Avant Financial Advisors 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 22,334 shares
    Change vs previous 13F +1,485 shares

    0.52% of the 13F portfolio, value $735,899.

    13F-HR 0001951757-26-000711 filed by Avant Financial 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 ended2025-12-31
    13F 20,849 shares
    Change vs previous 13F +1,009 shares

    0.49% of the 13F portfolio, value $682,798.

    13F-HR 0001951757-26-000158 filed by Avant Financial 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 19,840 shares
    Change vs previous 13F +206 shares

    0.5% of the 13F portfolio, value $662,054.

    13F-HR 0001951757-25-001262 filed by Avant Financial 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 19,634 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $591,763.

    13F-HR 0001951757-25-001021 filed by Avant Financial 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 19,634 shares
    Change vs previous 13F +695 shares

    0.49% of the 13F portfolio, value $541,304.

    13F-HR 0001951757-25-000542 filed by Avant Financial 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 18,939 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $504,340.

    13F-HR 0001951757-25-000286 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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