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Braun-Bostich & Associates Inc.: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Braun-Bostich & Associates Inc. on SCHC, newest first. How the timeline and the estimate are built.

Braun-Bostich & Associates Inc. held 41,087 SCHC 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 41,087 shares
    Change vs previous 13F -958 shares

    1.1% of the 13F portfolio, value $1,977,106.

    13F-HR 0001951757-26-001030 filed by Braun-Bostich & Associates Inc.
    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 42,045 shares
    Change vs previous 13F -2,756 shares

    1.23% of the 13F portfolio, value $1,965,183.

    13F-HR 0001951757-26-000605 filed by Braun-Bostich & Associates Inc.
    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 44,801 shares
    Change vs previous 13F -664 shares

    1.26% of the 13F portfolio, value $2,039,790.

    13F-HR 0001951757-26-000091 filed by Braun-Bostich & Associates Inc.
    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 45,465 shares
    Change vs previous 13F -1,502 shares

    1.3% of the 13F portfolio, value $2,069,112.

    13F-HR 0001951757-25-001254 filed by Braun-Bostich & Associates Inc.
    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 46,967 shares
    Change vs previous 13F +5,451 shares

    1.37% of the 13F portfolio, value $2,000,325.

    13F-HR 0001951757-25-000573 filed by Braun-Bostich & Associates Inc.
    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 41,516 shares
    Change vs previous 13F -2,775 shares

    1.1% of the 13F portfolio, value $1,489,594.

    13F-HR 0001951757-25-000367 filed by Braun-Bostich & Associates Inc.
    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 44,291 shares
    Change vs previous 13F -4,012 shares

    1.1% of the 13F portfolio, value $1,520,510.

    13F-HR 0001951757-25-000057 filed by Braun-Bostich & Associates Inc.
    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 48,303 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,861,115.

    13F-HR 0001951757-24-001025 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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