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Disclosery

Costello Asset Management, INC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on SCHA, newest first. How the timeline and the estimate are built.

Costello Asset Management, INC held 2,186 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,186 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $78,986.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, 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 2,185 shares
    Change vs previous 13F +160 shares

    0.02% of the 13F portfolio, value $63,543.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, 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 2,025 shares
    Change vs previous 13F -39 shares

    0.02% of the 13F portfolio, value $57,662.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, 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 2,064 shares
    Change vs previous 13F -885 shares

    0.02% of the 13F portfolio, value $57,583.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, 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 2,949 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $74,614.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, 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 2,947 shares
    Change vs previous 13F +42 shares

    0.03% of the 13F portfolio, value $69,045.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, 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 2,905 shares
    Change vs previous 13F +1,702 shares

    0.05% of the 13F portfolio, value $75,123.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, 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 1,203 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $61,938.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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