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Disclosery

Councilor Wealth, LLC: SCHA position timeline

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

Councilor Wealth, LLC held 136,432 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 136,432 shares
    Change vs previous 13F -8,857 shares

    1.83% of the 13F portfolio, value $4,451,801.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 145,289 shares
    Change vs previous 13F -6,289 shares

    2.12% of the 13F portfolio, value $5,249,318.

    13F-HR 0001172661-26-002707 filed by Councilor 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 ended2026-03-31
    13F 151,578 shares
    Change vs previous 13F -1,450 shares

    2.14% of the 13F portfolio, value $4,407,898.

    13F-HR 0001172661-26-001795 filed by Councilor 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 ended2025-12-31
    13F 153,028 shares
    Change vs previous 13F -2,719 shares

    2.06% of the 13F portfolio, value $4,358,263.

    13F-HR 0001172661-26-000354 filed by Councilor 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 ended2025-09-30
    13F 155,747 shares
    Change vs previous 13F -40,670 shares

    2.01% of the 13F portfolio, value $4,345,350.

    13F-HR 0001172661-25-004615 filed by Councilor 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 ended2025-06-30
    13F 196,417 shares
    Change vs previous 13F -12,469 shares

    2.32% of the 13F portfolio, value $4,969,351.

    13F-HR 0001172661-25-002765 filed by Councilor 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 ended2025-03-31
    13F 208,886 shares
    Change vs previous 13F -24,737 shares

    2.44% of the 13F portfolio, value $4,894,206.

    13F-HR 0001172661-25-001499 filed by Councilor 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 ended2024-12-31
    13F 233,623 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $6,041,499.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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