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Golden Bell Financial Planning LLC: SCHP position timeline

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

Golden Bell Financial Planning LLC held 429,976 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 429,976 shares
    Change vs previous 13F +28,275 shares

    8.38% of the 13F portfolio, value $11,394,356.

    13F-HR 0002044309-26-000006 filed by Golden Bell Financial Planning LLC
    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 401,701 shares
    Change vs previous 13F +22,537 shares

    8.52% of the 13F portfolio, value $10,689,255.

    13F-HR 0002044309-26-000004 filed by Golden Bell 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 ended2025-12-31
    13F 379,164 shares
    Change vs previous 13F +15,123 shares

    8.36% of the 13F portfolio, value $10,044,046.

    13F-HR 0002044309-26-000001 filed by Golden Bell 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 ended2025-09-30
    13F 364,041 shares
    Change vs previous 13F +28,564 shares

    8.53% of the 13F portfolio, value $9,810,898.

    13F-HR 0002044309-25-000007 filed by Golden Bell 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 ended2025-06-30
    13F 335,477 shares
    Change vs previous 13F -3,474 shares

    8.43% of the 13F portfolio, value $8,950,531.

    13F-HR 0002044309-25-000004 filed by Golden Bell 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 ended2025-03-31
    13F 338,951 shares
    Change vs previous 13F +4,931 shares

    8.85% of the 13F portfolio, value $9,114,399.

    13F-HR 0002044309-25-000003 filed by Golden Bell 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 ended2024-12-31
    13F 334,020 shares
    Change vs previous 13F not available

    8.67% of the 13F portfolio, value $8,627,729.

    13F-HR 0002044309-25-000002 filed by Golden Bell Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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