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Elser Financial Planning, Inc: SCHA position timeline

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

Elser Financial Planning, Inc held 96,489 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,489 shares
    Change vs previous 13F -2,332 shares

    0.15% of the 13F portfolio, value $3,486,161.

    13F-HR 0002085853-26-000729 filed by Elser Financial Planning, 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 98,821 shares
    Change vs previous 13F -5,514 shares

    0.14% of the 13F portfolio, value $2,875,669.

    13F-HR 0002085853-26-000387 filed by Elser Financial Planning, 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 104,335 shares
    Change vs previous 13F -2,747 shares

    2.15% of the 13F portfolio, value $2,971,466.

    13F-HR 0001754960-26-000078 filed by Elser Financial Planning, 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 107,082 shares
    Change vs previous 13F -7,733 shares

    3.62% of the 13F portfolio, value $3,006,520.

    13F-HR 0001754960-25-000711 filed by Elser Financial Planning, 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/A 114,815 shares
    Change vs previous 13F -373 shares

    3.62% of the 13F portfolio, value $2,904,814.

    13F-HR/A 0001754960-25-000447 filed by Elser Financial Planning, 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 115,188 shares
    Change vs previous 13F -3,731 shares

    3.74% of the 13F portfolio, value $2,698,846.

    13F-HR 0001754960-25-000232 filed by Elser Financial Planning, 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 118,919 shares
    Change vs previous 13F +55,048 shares

    0.22% of the 13F portfolio, value $3,075,232.

    13F-HR 0001754960-25-000077 filed by Elser Financial Planning, 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 63,871 shares
    Change vs previous 13F not available

    4.77% of the 13F portfolio, value $3,289,367.

    13F-HR 0001754960-24-000503 filed by Elser Financial Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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