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LeConte Wealth Management, LLC: SCHY position timeline

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

LeConte Wealth Management, LLC held 160,178 SCHY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,178 shares
    Change vs previous 13F -11,657 shares

    2.77% of the 13F portfolio, value $5,082,439.

    13F-HR 0001172661-26-003153 filed by LeConte Wealth 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 171,835 shares
    Change vs previous 13F -35,161 shares

    3.52% of the 13F portfolio, value $5,440,310.

    13F-HR 0001172661-26-001702 filed by LeConte Wealth 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 206,996 shares
    Change vs previous 13F -27,289 shares

    4.03% of the 13F portfolio, value $6,172,630.

    13F-HR 0001172661-26-000199 filed by LeConte Wealth 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 234,285 shares
    Change vs previous 13F -60,317 shares

    4.37% of the 13F portfolio, value $6,545,935.

    13F-HR 0001172661-25-004305 filed by LeConte Wealth 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 294,602 shares
    Change vs previous 13F -117,991 shares

    5.45% of the 13F portfolio, value $8,057,378.

    13F-HR 0001172661-25-002599 filed by LeConte Wealth 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 412,593 shares
    Change vs previous 13F not available

    6.67% of the 13F portfolio, value $10,471,602.

    13F-HR 0001172661-25-001789 filed by LeConte Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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