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Frisco Financial Planning LLC: SCHF position timeline

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

Frisco Financial Planning LLC held 59,319 SCHF 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 59,319 shares
    Change vs previous 13F -1,267 shares

    1.27% of the 13F portfolio, value $1,629,485.

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

  2. period ended2026-06-30
    13F 60,586 shares
    Change vs previous 13F +4,180 shares

    1.26% of the 13F portfolio, value $1,678,224.

    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 56,406 shares
    Change vs previous 13F -1,208 shares

    1.15% of the 13F portfolio, value $1,396,061.

    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 57,614 shares
    Change vs previous 13F +1,349 shares

    1.16% of the 13F portfolio, value $1,385,052.

    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 56,265 shares
    Change vs previous 13F -2,413 shares

    1.12% of the 13F portfolio, value $1,309,850.

    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 58,678 shares
    Change vs previous 13F -1,254 shares

    1.18% of the 13F portfolio, value $1,296,785.

    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 59,932 shares
    Change vs previous 13F -1,693 shares

    1.15% of the 13F portfolio, value $1,185,465.

    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 61,625 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,140,069.

    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).