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Brightwater Advisory LLC: SCHE position timeline

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

Brightwater Advisory LLC held 163,176 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,176 shares
    Change vs previous 13F -5,421 shares

    3.74% of the 13F portfolio, value $5,916,776.

    13F-HR 0002034566-26-000003 filed by Brightwater Advisory 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 168,597 shares
    Change vs previous 13F +8,138 shares

    3.67% of the 13F portfolio, value $5,555,265.

    13F-HR 0002034566-26-000002 filed by Brightwater Advisory 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 160,459 shares
    Change vs previous 13F +378 shares

    3.55% of the 13F portfolio, value $5,255,026.

    13F-HR 0002034566-26-000001 filed by Brightwater Advisory 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 160,081 shares
    Change vs previous 13F -972 shares

    3.67% of the 13F portfolio, value $5,341,931.

    13F-HR 0002034566-25-000008 filed by Brightwater Advisory 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/A 161,053 shares
    Change vs previous 13F -816 shares

    3.49% of the 13F portfolio, value $4,854,163.

    13F-HR/A 0002034566-25-000005 filed by Brightwater Advisory 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/A 161,869 shares
    Change vs previous 13F -589 shares

    3.53% of the 13F portfolio, value $4,462,739.

    13F-HR/A 0002034566-25-000003 filed by Brightwater Advisory 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 162,458 shares
    Change vs previous 13F -8,698 shares

    3.39% of the 13F portfolio, value $4,326,267.

    13F-HR 0002034566-25-000001 filed by Brightwater Advisory 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 171,156 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $4,994,343.

    13F-HR 0002034566-24-000004 filed by Brightwater Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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