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KLINGENSTEIN FIELDS & CO LP: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KLINGENSTEIN FIELDS & CO LP on SCHA, newest first. How the timeline and the estimate are built.

KLINGENSTEIN FIELDS & CO LP held 991,435 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 991,435 shares
    Change vs previous 13F -36,862 shares

    1.25% of the 13F portfolio, value $35,820,546.

    13F-HR 0001398344-26-013512 filed by KLINGENSTEIN FIELDS & CO LP
    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 1,028,297 shares
    Change vs previous 13F -77,684 shares

    1.18% of the 13F portfolio, value $29,902,876.

    13F-HR 0001398344-26-009033 filed by KLINGENSTEIN FIELDS & CO LP
    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 1,105,981 shares
    Change vs previous 13F -13,590 shares

    1.18% of the 13F portfolio, value $31,498,339.

    13F-HR 0001398344-26-002952 filed by KLINGENSTEIN FIELDS & CO LP
    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 1,119,571 shares
    Change vs previous 13F -25,398 shares

    1.18% of the 13F portfolio, value $31,236,031.

    13F-HR 0001398344-25-020923 filed by KLINGENSTEIN FIELDS & CO LP
    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 1,144,969 shares
    Change vs previous 13F -54,597 shares

    1.15% of the 13F portfolio, value $28,967,716.

    13F-HR 0000859872-25-000003 filed by KLINGENSTEIN FIELDS & CO LP
    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 1,199,566 shares
    Change vs previous 13F -11,454 shares

    1.2% of the 13F portfolio, value $28,105,831.

    13F-HR 0000859872-25-000002 filed by KLINGENSTEIN FIELDS & CO LP
    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 1,211,020 shares
    Change vs previous 13F +547,538 shares

    1.26% of the 13F portfolio, value $31,316,977.

    13F-HR 0000859872-25-000001 filed by KLINGENSTEIN FIELDS & CO LP
    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 663,482 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $34,169,323.

    13F-HR 0000859872-24-000005 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

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