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Eaton Financial Holdings Company, LLC: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Eaton Financial Holdings Company, LLC on SCHO, newest first. How the timeline and the estimate are built.

Eaton Financial Holdings Company, LLC held 386,620 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 386,620 shares
    Change vs previous 13F +224,533 shares

    2.56% of the 13F portfolio, value $9,333,009.

    13F-HR 0002085853-26-000933 filed by Eaton Financial Holdings Company, 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 162,087 shares
    Change vs previous 13F -17,554 shares

    1.29% of the 13F portfolio, value $3,933,855.

    13F-HR 0002085853-26-000379 filed by Eaton Financial Holdings Company, 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 179,641 shares
    Change vs previous 13F -6,037 shares

    1.18% of the 13F portfolio, value $4,377,859.

    13F-HR 0002085853-26-000226 filed by Eaton Financial Holdings Company, 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 185,678 shares
    Change vs previous 13F -136,612 shares

    1.28% of the 13F portfolio, value $4,530,545.

    13F-HR 0002085853-25-000285 filed by Eaton Financial Holdings Company, 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 322,290 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $7,857,429.

    13F-HR 0001667731-25-000806 filed by Eaton Financial Holdings Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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