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Disclosery

Cooksen Wealth, LLC: SCHA position timeline

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

Cooksen Wealth, LLC held 19,636 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,636 shares
    Change vs previous 13F -272 shares

    0.45% of the 13F portfolio, value $709,449.

    13F-HR 0001214659-26-009193 filed by Cooksen Wealth, 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 19,908 shares
    Change vs previous 13F -780 shares

    0.42% of the 13F portfolio, value $578,925.

    13F-HR 0001214659-26-005313 filed by Cooksen 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 ended2025-12-31
    13F 20,688 shares
    Change vs previous 13F -101 shares

    0.43% of the 13F portfolio, value $589,194.

    13F-HR 0001214659-26-000626 filed by Cooksen 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 ended2025-09-30
    13F 20,789 shares
    Change vs previous 13F +159 shares

    0.43% of the 13F portfolio, value $580,013.

    13F-HR 0001214659-25-015566 filed by Cooksen 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 ended2025-06-30
    13F 20,630 shares
    Change vs previous 13F +7,269 shares

    0.42% of the 13F portfolio, value $521,939.

    13F-HR 0001214659-25-012294 filed by Cooksen 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 ended2025-03-31
    13F 13,361 shares
    Change vs previous 13F -7,225 shares

    0.67% of the 13F portfolio, value $657,896.

    13F-HR 0001214659-25-006583 filed by Cooksen 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 ended2024-12-31
    13F 20,586 shares
    Change vs previous 13F +8,618 shares

    0.49% of the 13F portfolio, value $532,354.

    13F-HR 0001214659-25-001615 filed by Cooksen 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 ended2024-09-30
    13F 11,968 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $616,352.

    13F-HR 0001214659-24-017870 filed by Cooksen Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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