Skip to content
Disclosery

HORAN Wealth, LLC: SCHC position timeline

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

HORAN Wealth, LLC held 41,753 SCHC shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 41,753 shares
    Change vs previous 13F +68 shares

    0.25% of the 13F portfolio, value $2,009,132.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, LLC
    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 41,685 shares
    Change vs previous 13F +200 shares

    0.19% of the 13F portfolio, value $1,948,344.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, LLC
    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 41,485 shares
    Change vs previous 13F +360 shares

    0.29% of the 13F portfolio, value $1,888,800.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 41,125 shares
    Change vs previous 13F -284 shares

    0.29% of the 13F portfolio, value $1,871,618.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 41,409 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,763,627.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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