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Hoxton Planning & Management, LLC: SCHP position timeline

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

Hoxton Planning & Management, LLC held 229,507 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,507 shares
    Change vs previous 13F +3,823 shares

    1.59% of the 13F portfolio, value $6,081,922.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & Management, 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 225,684 shares
    Change vs previous 13F +11,944 shares

    1.8% of the 13F portfolio, value $6,005,450.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & Management, 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 213,740 shares
    Change vs previous 13F +10,637 shares

    1.69% of the 13F portfolio, value $5,661,972.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & Management, 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 203,103 shares
    Change vs previous 13F +16,856 shares

    1.76% of the 13F portfolio, value $5,473,625.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & Management, 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 186,247 shares
    Change vs previous 13F -7,680 shares

    1.72% of the 13F portfolio, value $4,969,069.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 193,927 shares
    Change vs previous 13F +19,883 shares

    1.99% of the 13F portfolio, value $5,214,696.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 174,044 shares
    Change vs previous 13F +89,196 shares

    1.72% of the 13F portfolio, value $4,495,556.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 84,848 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $4,550,397.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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