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Disclosery

Frisco Financial Planning LLC: SCHH position timeline

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

Frisco Financial Planning LLC held 233,012 SCHH 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 233,012 shares
    Change vs previous 13F +752 shares

    4% of the 13F portfolio, value $5,135,588.

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

  2. period ended2026-06-30
    13F 232,260 shares
    Change vs previous 13F +10,570 shares

    4.14% of the 13F portfolio, value $5,499,921.

    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 221,690 shares
    Change vs previous 13F +8,045 shares

    3.93% of the 13F portfolio, value $4,764,128.

    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 213,645 shares
    Change vs previous 13F +13,554 shares

    3.73% of the 13F portfolio, value $4,463,038.

    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 200,091 shares
    Change vs previous 13F +14,658 shares

    3.68% of the 13F portfolio, value $4,315,954.

    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 185,433 shares
    Change vs previous 13F +2,768 shares

    3.57% of the 13F portfolio, value $3,923,773.

    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 182,665 shares
    Change vs previous 13F +6,035 shares

    3.81% of the 13F portfolio, value $3,929,116.

    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 176,630 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $3,719,830.

    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).