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Mascagni Wealth Management, Inc.: SCHF position timeline

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

Mascagni Wealth Management, Inc. held 156,841 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,841 shares
    Change vs previous 13F +1,803 shares

    2.7% of the 13F portfolio, value $4,344,484.

    13F-HR 0002063074-26-000003 filed by Mascagni Wealth Management, 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 155,038 shares
    Change vs previous 13F +85,629 shares

    2.73% of the 13F portfolio, value $3,837,183.

    13F-HR 0002063074-26-000002 filed by Mascagni Wealth Management, 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 69,409 shares
    Change vs previous 13F +4,722 shares

    1.24% of the 13F portfolio, value $1,668,585.

    13F-HR 0002063074-26-000001 filed by Mascagni Wealth Management, 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 64,687 shares
    Change vs previous 13F +8,516 shares

    1.16% of the 13F portfolio, value $1,505,903.

    13F-HR 0002063074-25-000007 filed by Mascagni Wealth Management, 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 56,171 shares
    Change vs previous 13F -6,756 shares

    1.06% of the 13F portfolio, value $1,241,374.

    13F-HR 0002063074-25-000006 filed by Mascagni Wealth Management, 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/A 62,927 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $1,244,702.

    13F-HR/A 0002063074-25-000004 filed by Mascagni Wealth Management, 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/A 62,927 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,244,702.

    13F-HR/A 0002063074-25-000003 filed by Mascagni Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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