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Disclosery

Family Legacy Financial Solutions, LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Family Legacy Financial Solutions, LLC on SCHF, newest first. How the timeline and the estimate are built.

Family Legacy Financial Solutions, LLC held 176,874 SCHF shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 176,874 shares
    Change vs previous 13F +3,913 shares

    2.81% of the 13F portfolio, value $4,858,740.

    13F-HR 0002076068-26-000004 filed by Family Legacy Financial Solutions, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 172,961 shares
    Change vs previous 13F +26,110 shares

    2.92% of the 13F portfolio, value $4,791,026.

    13F-HR 0002076068-26-000003 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 146,851 shares
    Change vs previous 13F +35,034 shares

    2.99% of the 13F portfolio, value $3,691,835.

    13F-HR 0002076068-26-000002 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 111,817 shares
    Change vs previous 13F +18,883 shares

    2.07% of the 13F portfolio, value $2,688,000.

    13F-HR 0002076068-26-000001 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 92,934 shares
    Change vs previous 13F +15,081 shares

    1.66% of the 13F portfolio, value $2,163,499.

    13F-HR 0002076068-25-000002 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 77,853 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $1,720,551.

    13F-HR 0002076068-25-000001 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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