Skip to content
Disclosery

Elser Financial Planning, Inc: SCHE position timeline

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

Elser Financial Planning, Inc held 17,389 SCHE 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 17,389 shares
    Change vs previous 13F -432 shares

    0.03% of the 13F portfolio, value $630,527.

    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 17,821 shares
    Change vs previous 13F -1,553 shares

    0.03% of the 13F portfolio, value $581,166.

    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 19,374 shares
    Change vs previous 13F -149 shares

    0.46% of the 13F portfolio, value $634,498.

    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 19,523 shares
    Change vs previous 13F -8,667 shares

    0.79% of the 13F portfolio, value $657,077.

    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 28,190 shares
    Change vs previous 13F -730 shares

    1.06% of the 13F portfolio, value $849,655.

    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 28,920 shares
    Change vs previous 13F -499 shares

    1.1% of the 13F portfolio, value $797,331.

    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 29,419 shares
    Change vs previous 13F -1,405 shares

    0.06% of the 13F portfolio, value $783,435.

    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 30,824 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $899,431.

    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).