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Disclosery

Fiduciary Alliance LLC: SCHR position timeline

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

Fiduciary Alliance LLC held 510,479 SCHR 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 510,479 shares
    Change vs previous 13F +5,032 shares

    0.85% of the 13F portfolio, value $12,588,412.

    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 505,447 shares
    Change vs previous 13F +58,607 shares

    0.76% of the 13F portfolio, value $12,600,794.

    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 446,840 shares
    Change vs previous 13F +19,434 shares

    0.73% of the 13F portfolio, value $11,206,747.

    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 427,406 shares
    Change vs previous 13F +20,281 shares

    0.72% of the 13F portfolio, value $10,740,713.

    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 407,125 shares
    Change vs previous 13F -10,943 shares

    0.76% of the 13F portfolio, value $10,190,339.

    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 418,068 shares
    Change vs previous 13F +26,961 shares

    1.02% of the 13F portfolio, value $10,393,170.

    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 391,107 shares
    Change vs previous 13F +218,528 shares

    0.96% of the 13F portfolio, value $9,499,989.

    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 172,579 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $8,732,497.

    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).