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Disclosery

CWC Advisors, LLC.: SCHC position timeline

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

CWC Advisors, LLC. held 8,089 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,089 shares
    Change vs previous 13F +55 shares

    0.17% of the 13F portfolio, value $389,243.

    13F-HR 0001941040-26-000433 filed by CWC Advisors, 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 8,034 shares
    Change vs previous 13F -573 shares

    0.18% of the 13F portfolio, value $375,509.

    13F-HR 0001941040-26-000223 filed by CWC Advisors, 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 8,607 shares
    Change vs previous 13F -26 shares

    0.19% of the 13F portfolio, value $391,877.

    13F-HR 0001941040-26-000043 filed by CWC Advisors, 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 8,633 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $392,888.

    13F-HR 0001941040-25-000544 filed by CWC Advisors, 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 8,633 shares
    Change vs previous 13F +215 shares

    0.19% of the 13F portfolio, value $367,679.

    13F-HR 0001941040-25-000345 filed by CWC Advisors, 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 8,418 shares
    Change vs previous 13F -9,925 shares

    0.17% of the 13F portfolio, value $302,038.

    13F-HR 0001941040-25-000232 filed by CWC Advisors, 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 18,343 shares
    Change vs previous 13F +196 shares

    0.63% of the 13F portfolio, value $629,715.

    13F-HR 0001520683-25-000001 filed by CWC Advisors, 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 18,147 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $699,204.

    13F-HR 0001520683-24-000002 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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