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DHK Financial Advisors, Inc.: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DHK Financial Advisors, Inc. on SCHA, newest first. How the timeline and the estimate are built.

DHK Financial Advisors, Inc. held 14,273 SCHA shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 14,273 shares
    Change vs previous 13F -2,354 shares

    0.21% of the 13F portfolio, value $361,108.

    13F-HR 0001951757-25-001088 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 16,627 shares
    Change vs previous 13F -1,698 shares

    0.21% of the 13F portfolio, value $389,578.

    13F-HR 0001951757-25-000296 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 18,325 shares
    Change vs previous 13F +6,652 shares

    0.29% of the 13F portfolio, value $473,872.

    13F-HR 0001951757-25-000097 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 11,673 shares
    Change vs previous 13F -725 shares

    0.37% of the 13F portfolio, value $601,134.

    13F-HR 0001951757-24-001112 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 12,398 shares
    Change vs previous 13F -3,733 shares

    0.41% of the 13F portfolio, value $590,273.

    13F-HR 0001951757-24-000726 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 16,131 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $794,294.

    13F-HR 0001951757-24-000445 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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