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Kondo Wealth Advisors, Inc.: SCHP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kondo Wealth Advisors, Inc. on SCHP, newest first. How the timeline and the estimate are built.

Kondo Wealth Advisors, Inc. held 15,356 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,356 shares
    Change vs previous 13F +790 shares

    0.14% of the 13F portfolio, value $406,959.

    13F-HR 0001172661-26-002722 filed by Kondo Wealth Advisors, Inc.
    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 14,566 shares
    Change vs previous 13F +143 shares

    0.15% of the 13F portfolio, value $387,601.

    13F-HR 0001172661-26-001652 filed by Kondo Wealth Advisors, Inc.
    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 14,423 shares
    Change vs previous 13F +125 shares

    0.15% of the 13F portfolio, value $382,067.

    13F-HR 0001172661-26-000403 filed by Kondo Wealth Advisors, Inc.
    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 14,298 shares
    Change vs previous 13F -1,170 shares

    0.16% of the 13F portfolio, value $385,330.

    13F-HR 0001172661-25-004585 filed by Kondo Wealth Advisors, Inc.
    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 15,468 shares
    Change vs previous 13F -664 shares

    0.18% of the 13F portfolio, value $410,985.

    13F-HR 0001172661-25-002771 filed by Kondo Wealth Advisors, Inc.
    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 16,132 shares
    Change vs previous 13F -3,879 shares

    0.21% of the 13F portfolio, value $433,790.

    13F-HR 0001172661-25-002441 filed by Kondo Wealth Advisors, Inc.
    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 20,011 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $516,884.

    13F-HR 0001172661-25-002440 filed by Kondo Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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