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Disclosery

McAdam, LLC: SCHC position timeline

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

McAdam, LLC held 1,711,610 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,711,610 shares
    Change vs previous 13F +66,036 shares

    3.18% of the 13F portfolio, value $82,362,678.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 1,645,574 shares
    Change vs previous 13F +42,294 shares

    3.47% of the 13F portfolio, value $76,914,147.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 1,603,280 shares
    Change vs previous 13F +155,338 shares

    3.34% of the 13F portfolio, value $72,997,349.

    13F-HR 0001580642-26-001071 filed by McAdam, 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 1,447,942 shares
    Change vs previous 13F +93,596 shares

    3.25% of the 13F portfolio, value $65,895,829.

    13F-HR 0001580642-25-006815 filed by McAdam, 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 1,354,346 shares
    Change vs previous 13F -19,005 shares

    3.16% of the 13F portfolio, value $57,681,612.

    13F-HR 0001580642-25-004274 filed by McAdam, 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 1,373,351 shares
    Change vs previous 13F -36,099 shares

    3.05% of the 13F portfolio, value $49,275,818.

    13F-HR 0001580642-25-003207 filed by McAdam, LLC
    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 1,409,450 shares
    Change vs previous 13F +41,672 shares

    2.64% of the 13F portfolio, value $48,386,402.

    13F-HR 0001580642-25-000421 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,367,778 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $52,700,485.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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