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Disclosery

Fiduciary Alliance LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Alliance LLC on SCHA, newest first. How the timeline and the estimate are built.

Fiduciary Alliance LLC held 20,307 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,307 shares
    Change vs previous 13F -5,323 shares

    0.05% of the 13F portfolio, value $733,709.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 25,630 shares
    Change vs previous 13F +2,701 shares

    0.05% of the 13F portfolio, value $805,300.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 22,929 shares
    Change vs previous 13F +1,622 shares

    0.04% of the 13F portfolio, value $653,022.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 21,307 shares
    Change vs previous 13F -1,132 shares

    0.04% of the 13F portfolio, value $594,461.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 22,439 shares
    Change vs previous 13F +5,129 shares

    0.04% of the 13F portfolio, value $567,696.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 17,310 shares
    Change vs previous 13F +2,247 shares

    0.04% of the 13F portfolio, value $405,573.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    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 15,063 shares
    Change vs previous 13F +7,786 shares

    0.04% of the 13F portfolio, value $389,529.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    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 7,277 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $374,766.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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