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Disclosery

Heritage Family Offices, LLP: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Family Offices, LLP on SCHA, newest first. How the timeline and the estimate are built.

Heritage Family Offices, LLP held 15,853 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,853 shares
    Change vs previous 13F -211 shares

    0.22% of the 13F portfolio, value $572,773.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    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 16,064 shares
    Change vs previous 13F -647 shares

    0.21% of the 13F portfolio, value $467,141.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    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 16,711 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $475,931.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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