Grant/GrossMendelsohn, LLC: SCHA position timeline

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

Grant/GrossMendelsohn, LLC held 10,052 SCHA shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

period ended2025-03-31
13F 10,052 shares
Change vs previous 13F +309 shares
0.13% of the 13F portfolio, value $229,589.
13F-HR 0001214659-25-006735 filed by Grant/GrossMendelsohn, LLC
Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 9,743 shares
Change vs previous 13F +9,743 shares
0.13% of the 13F portfolio, value $251,967.
13F-HR 0001214659-25-000598 filed by Grant/GrossMendelsohn, LLC
Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 0 shares
Change vs previous 13F -18,767 shares
13F-HR 0001214659-24-001405 filed by Grant/GrossMendelsohn, LLC
Filed 2024-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2023-09-30
13F 18,767 shares
Change vs previous 13F +356 shares
0.34% of the 13F portfolio, value $777,329.
13F-HR 0001214659-23-013837 filed by Grant/GrossMendelsohn, LLC
Filed 2023-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 18,411 shares
Change vs previous 13F not available
0.33% of the 13F portfolio, value $820,394.
13F-HR 0001214659-23-009755 filed by Grant/GrossMendelsohn, LLC
Filed 2023-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).