HART & PATTERSON FINANCIAL GROUP LLC: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HART & PATTERSON FINANCIAL GROUP LLC on SCHO, newest first. How the timeline and the estimate are built.

HART & PATTERSON FINANCIAL GROUP LLC held 61,319 SCHO shares at 2024-12-31 per its 13F-HR filed 2025-01-14.

the latest 13F is the newest step

period ended2024-12-31
13F 61,319 shares
Change vs previous 13F +33,865 shares
0.72% of the 13F portfolio, value $1,475,335.
13F-HR 0001754960-25-000014 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2025-01-14 (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 ended2024-09-30
13F 27,454 shares
Change vs previous 13F +374 shares
0.64% of the 13F portfolio, value $1,344,697.
13F-HR 0001754960-24-000487 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 27,080 shares
Change vs previous 13F +75 shares
0.65% of the 13F portfolio, value $1,303,360.
13F-HR 0001754960-24-000256 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 27,005 shares
Change vs previous 13F -605 shares
0.64% of the 13F portfolio, value $1,301,911.
13F-HR 0001754960-24-000143 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 27,610 shares
Change vs previous 13F not available
0.69% of the 13F portfolio, value $1,337,705.
13F-HR 0001754960-24-000104 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-03-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).