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Disclosery

Finer Wealth Management, Inc.: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Finer Wealth Management, Inc. on SCHA, newest first. How the timeline and the estimate are built.

Finer Wealth Management, Inc. held 13,370 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,370 shares
    Change vs previous 13F -2,104 shares

    0.22% of the 13F portfolio, value $483,067.

    13F-HR 0001929071-26-000004 filed by Finer Wealth Management, Inc.
    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 15,474 shares
    Change vs previous 13F -5,383 shares

    0.23% of the 13F portfolio, value $449,976.

    13F-HR 0001929071-26-000002 filed by Finer Wealth Management, Inc.
    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 20,857 shares
    Change vs previous 13F -9,096 shares

    0.29% of the 13F portfolio, value $594,018.

    13F-HR 0001929071-26-000001 filed by Finer Wealth Management, Inc.
    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 29,953 shares
    Change vs previous 13F -5,278 shares

    0.42% of the 13F portfolio, value $835,689.

    13F-HR 0001929071-25-000002 filed by Finer Wealth Management, Inc.
    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 35,231 shares
    Change vs previous 13F -4,044 shares

    0.48% of the 13F portfolio, value $891,344.

    13F-HR 0001221073-25-000078 filed by Finer Wealth Management, Inc.
    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 39,275 shares
    Change vs previous 13F -4,098 shares

    0.55% of the 13F portfolio, value $920,213.

    13F-HR 0001221073-25-000054 filed by Finer Wealth Management, Inc.
    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 43,373 shares
    Change vs previous 13F +25,314 shares

    0.64% of the 13F portfolio, value $1,121,626.

    13F-HR 0001221073-25-000035 filed by Finer Wealth Management, Inc.
    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 18,059 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $930,039.

    13F-HR 0001221073-24-000101 filed by Finer Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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