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Beacon Bridge Wealth Partners, LLC: SCHI position timeline

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

Beacon Bridge Wealth Partners, LLC held 121,017 SCHI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,017 shares
    Change vs previous 13F -4,557 shares

    0.78% of the 13F portfolio, value $2,739,825.

    13F-HR 0001765380-26-000277 filed by Beacon Bridge Wealth Partners, 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 125,574 shares
    Change vs previous 13F -18,273 shares

    0.95% of the 13F portfolio, value $2,848,018.

    13F-HR 0001765380-26-000151 filed by Beacon Bridge Wealth Partners, 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 143,847 shares
    Change vs previous 13F +17,145 shares

    1.1% of the 13F portfolio, value $3,304,166.

    13F-HR 0001765380-26-000036 filed by Beacon Bridge Wealth Partners, 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 126,702 shares
    Change vs previous 13F +6,046 shares

    1.04% of the 13F portfolio, value $2,924,282.

    13F-HR 0001765380-25-000438 filed by Beacon Bridge Wealth Partners, 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 120,656 shares
    Change vs previous 13F -6,818 shares

    1.09% of the 13F portfolio, value $2,746,131.

    13F-HR 0001765380-25-000264 filed by Beacon Bridge Wealth Partners, 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 127,474 shares
    Change vs previous 13F +1,232 shares

    1.22% of the 13F portfolio, value $2,863,066.

    13F-HR 0001765380-25-000186 filed by Beacon Bridge Wealth Partners, 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 126,242 shares
    Change vs previous 13F +59,851 shares

    1.18% of the 13F portfolio, value $2,786,161.

    13F-HR 0001765380-25-000037 filed by Beacon Bridge Wealth Partners, LLC
    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 66,391 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $3,064,609.

    13F-HR 0001765380-24-000431 filed by Beacon Bridge Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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