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Disclosery

Financial Advisory Group: SCHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advisory Group on SCHE, newest first. How the timeline and the estimate are built.

Financial Advisory Group held 73,649 SCHE shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 73,649 shares
    Change vs previous 13F -20,136 shares

    0.33% of the 13F portfolio, value $1,859,639.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 93,785 shares
    Change vs previous 13F -8,626 shares

    0.44% of the 13F portfolio, value $2,324,932.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 102,411 shares
    Change vs previous 13F -12,872 shares

    0.5% of the 13F portfolio, value $2,451,730.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 115,283 shares
    Change vs previous 13F -20,182 shares

    0.56% of the 13F portfolio, value $2,839,431.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 135,465 shares
    Change vs previous 13F -29,504 shares

    0.67% of the 13F portfolio, value $3,321,610.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 164,969 shares
    Change vs previous 13F -61,255 shares

    0.83% of the 13F portfolio, value $3,905,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 226,224 shares
    Change vs previous 13F +6,677 shares

    1.14% of the 13F portfolio, value $5,067,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 219,547 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $5,572,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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