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Disclosery

Blue Barn Wealth, LLC: SCHC position timeline

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

Blue Barn Wealth, LLC held 0 SCHC shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -17,808 shares

    13F-HR 0001879206-26-000001 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 17,808 shares
    Change vs previous 13F -266 shares

    0.36% of the 13F portfolio, value $810,442.

    13F-HR 0001879206-25-000005 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 18,074 shares
    Change vs previous 13F -110 shares

    0.36% of the 13F portfolio, value $767,418.

    13F-HR 0001879206-25-000003 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 18,184 shares
    Change vs previous 13F -85 shares

    0.34% of the 13F portfolio, value $652,442.

    13F-HR 0001879206-25-000002 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 18,269 shares
    Change vs previous 13F +384 shares

    0.33% of the 13F portfolio, value $627,175.

    13F-HR 0001879206-25-000001 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 17,885 shares
    Change vs previous 13F -33 shares

    0.35% of the 13F portfolio, value $689,109.

    13F-HR 0001879206-24-000005 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 17,918 shares
    Change vs previous 13F +7,188 shares

    0.36% of the 13F portfolio, value $637,521.

    13F-HR 0001879206-24-000004 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 10,730 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $649,519.

    13F-HR 0001879206-24-000002 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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