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Disclosery

Blossom Wealth Management: SCHF position timeline

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

Blossom Wealth Management held 154,092 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,092 shares
    Change vs previous 13F +621 shares

    6.01% of the 13F portfolio, value $4,268,359.

    13F-HR 0001839735-26-000004 filed by Blossom Wealth 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 153,471 shares
    Change vs previous 13F +50,019 shares

    5.63% of the 13F portfolio, value $3,798,407.

    13F-HR 0001839735-26-000002 filed by Blossom Wealth 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 103,452 shares
    Change vs previous 13F -4,743 shares

    4.11% of the 13F portfolio, value $2,486,986.

    13F-HR 0001839735-26-000001 filed by Blossom Wealth 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 108,195 shares
    Change vs previous 13F +3,035 shares

    4.07% of the 13F portfolio, value $2,518,780.

    13F-HR 0001839735-25-000002 filed by Blossom Wealth 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 105,160 shares
    Change vs previous 13F +2,607 shares

    4.12% of the 13F portfolio, value $2,324,036.

    13F-HR 0001085146-25-003910 filed by Blossom Wealth 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 102,553 shares
    Change vs previous 13F -3,486 shares

    4.08% of the 13F portfolio, value $2,028,498.

    13F-HR 0001085146-25-002251 filed by Blossom Wealth 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 106,039 shares
    Change vs previous 13F +55,726 shares

    3.78% of the 13F portfolio, value $1,961,722.

    13F-HR 0001085146-25-000451 filed by Blossom Wealth 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 50,313 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $2,068,871.

    13F-HR 0001085146-24-005055 filed by Blossom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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