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Disclosery

Leverty Financial Group, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leverty Financial Group, LLC on SCHA, newest first. How the timeline and the estimate are built.

Leverty Financial Group, LLC held 16,711 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,711 shares
    Change vs previous 13F -387 shares

    0.1% of the 13F portfolio, value $545,264.

    13F-HR 0002085853-26-001117 filed by Leverty Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,098 shares
    Change vs previous 13F -259 shares

    0.12% of the 13F portfolio, value $617,733.

    13F-HR 0002085853-26-000686 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 17,357 shares
    Change vs previous 13F -600 shares

    0.11% of the 13F portfolio, value $504,727.

    13F-HR 0002085853-26-000307 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,957 shares
    Change vs previous 13F -2,578 shares

    0.12% of the 13F portfolio, value $511,401.

    13F-HR 0002085853-26-000020 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 20,535 shares
    Change vs previous 13F +1,691 shares

    0.15% of the 13F portfolio, value $572,913.

    13F-HR 0002085853-25-000022 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 18,844 shares
    Change vs previous 13F -14,147 shares

    0.14% of the 13F portfolio, value $476,741.

    13F-HR 0001908386-25-000004 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 32,991 shares
    Change vs previous 13F -3,780 shares

    0.32% of the 13F portfolio, value $772,968.

    13F-HR 0001908386-25-000003 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 36,771 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $950,885.

    13F-HR 0001908386-25-000002 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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