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Disclosery

Fiduciary Alliance LLC: SCHY position timeline

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

Fiduciary Alliance LLC held 168,899 SCHY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 168,899 shares
    Change vs previous 13F -13,132 shares

    0.4% of the 13F portfolio, value $5,303,454.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 182,031 shares
    Change vs previous 13F +14,140 shares

    0.39% of the 13F portfolio, value $5,775,847.

    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).

  3. period ended2026-03-31
    13F 167,891 shares
    Change vs previous 13F +18,382 shares

    0.33% of the 13F portfolio, value $5,491,713.

    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).

  4. period ended2025-12-31
    13F 149,509 shares
    Change vs previous 13F +57,354 shares

    0.29% of the 13F portfolio, value $4,458,357.

    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).

  5. period ended2025-09-30
    13F 92,155 shares
    Change vs previous 13F +24,619 shares

    0.17% of the 13F portfolio, value $2,574,820.

    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).

  6. period ended2025-06-30
    13F 67,536 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,847,123.

    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).