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Disclosery

Brightwater Advisory LLC: SCHP position timeline

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

Brightwater Advisory LLC held 401,658 SCHP 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 401,658 shares
    Change vs previous 13F +2,510 shares

    6.73% of the 13F portfolio, value $10,643,927.

    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 399,148 shares
    Change vs previous 13F +33,054 shares

    7.03% of the 13F portfolio, value $10,621,328.

    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 366,094 shares
    Change vs previous 13F +11,809 shares

    6.55% of the 13F portfolio, value $9,697,830.

    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 354,285 shares
    Change vs previous 13F -11,699 shares

    6.56% of the 13F portfolio, value $9,547,999.

    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 365,984 shares
    Change vs previous 13F +16,033 shares

    7.02% of the 13F portfolio, value $9,764,468.

    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 349,951 shares
    Change vs previous 13F +3,161 shares

    7.44% of the 13F portfolio, value $9,410,194.

    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 346,790 shares
    Change vs previous 13F +179,287 shares

    7.02% of the 13F portfolio, value $8,957,601.

    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 167,503 shares
    Change vs previous 13F not available

    6.61% of the 13F portfolio, value $8,983,204.

    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).