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Disclosery

Frisco Financial Planning LLC: SCHA position timeline

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

Frisco Financial Planning LLC held 131,028 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 131,028 shares
    Change vs previous 13F -2,823 shares

    3.33% of the 13F portfolio, value $4,275,451.

    13F-HR 0002133972-26-000010 filed by Frisco Financial Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 133,851 shares
    Change vs previous 13F -2,107 shares

    3.64% of the 13F portfolio, value $4,836,041.

    13F-HR 0002133972-26-000008 filed by Frisco Financial Planning 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 135,958 shares
    Change vs previous 13F +7,787 shares

    3.26% of the 13F portfolio, value $3,953,670.

    13F-HR 0002133972-26-000007 filed by Frisco Financial Planning 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 128,171 shares
    Change vs previous 13F +4,076 shares

    3.05% of the 13F portfolio, value $3,650,320.

    13F-HR 0002133972-26-000005 filed by Frisco Financial Planning 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 124,095 shares
    Change vs previous 13F +482 shares

    2.95% of the 13F portfolio, value $3,462,251.

    13F-HR 0002133972-26-000004 filed by Frisco Financial Planning 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 123,613 shares
    Change vs previous 13F +5,447 shares

    2.84% of the 13F portfolio, value $3,127,410.

    13F-HR 0002133972-26-000003 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 118,166 shares
    Change vs previous 13F +9,436 shares

    2.68% of the 13F portfolio, value $2,768,620.

    13F-HR 0002133972-26-000002 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 108,730 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $2,811,754.

    13F-HR 0002133972-26-000001 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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