HART & PATTERSON FINANCIAL GROUP LLC: SCHP position timeline

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

HART & PATTERSON FINANCIAL GROUP LLC held 270,766 SCHP 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 270,766 shares
Change vs previous 13F +139,989 shares
3.4% of the 13F portfolio, value $6,993,886.
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 130,777 shares
Change vs previous 13F -927 shares
3.32% of the 13F portfolio, value $7,013,571.
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 131,704 shares
Change vs previous 13F +991 shares
3.39% of the 13F portfolio, value $6,849,925.
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 130,713 shares
Change vs previous 13F +2,111 shares
3.38% of the 13F portfolio, value $6,817,990.
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 128,602 shares
Change vs previous 13F not available
3.49% of the 13F portfolio, value $6,713,024.
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).