Skip to content
Disclosery

Green Ridge Wealth Planning LLC: SCHA position timeline

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

Green Ridge Wealth Planning LLC held 88,904 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 88,904 shares
    Change vs previous 13F -21,416 shares

    1.16% of the 13F portfolio, value $2,900,938.

    13F-HR 0002085853-26-001104 filed by Green Ridge Wealth Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 110,320 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $3,985,862.

    13F-HR 0002085853-26-000649 filed by Green Ridge Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).