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Disclosery

Elser Financial Planning, Inc: SCHH position timeline

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

Elser Financial Planning, Inc held 14,316 SCHH 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 14,316 shares
    Change vs previous 13F -785 shares

    0.01% of the 13F portfolio, value $338,995.

    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 15,101 shares
    Change vs previous 13F -1,008 shares

    0.02% of the 13F portfolio, value $326,780.

    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 16,109 shares
    Change vs previous 13F -2,659 shares

    0.24% of the 13F portfolio, value $336,509.

    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 18,768 shares
    Change vs previous 13F -3,960 shares

    0.49% of the 13F portfolio, value $402,804.

    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 22,728 shares
    Change vs previous 13F -365 shares

    0.6% of the 13F portfolio, value $480,914.

    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 23,093 shares
    Change vs previous 13F -60 shares

    0.69% of the 13F portfolio, value $496,741.

    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 23,153 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $487,612.

    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 23,153 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $536,465.

    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).