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MOLLER WEALTH PARTNERS: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOLLER WEALTH PARTNERS on SCHA, newest first. How the timeline and the estimate are built.

MOLLER WEALTH PARTNERS held 59,916 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,916 shares
    Change vs previous 13F -4,921 shares

    0.39% of the 13F portfolio, value $2,164,765.

    13F-HR 0001475271-26-000006 filed by MOLLER WEALTH PARTNERS
    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 64,837 shares
    Change vs previous 13F -1,866 shares

    0.37% of the 13F portfolio, value $1,885,460.

    13F-HR 0001475271-26-000004 filed by MOLLER WEALTH PARTNERS
    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 66,703 shares
    Change vs previous 13F -331 shares

    0.4% of the 13F portfolio, value $1,899,701.

    13F-HR 0001475271-26-000002 filed by MOLLER WEALTH PARTNERS
    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 67,034 shares
    Change vs previous 13F -5,034 shares

    0.39% of the 13F portfolio, value $1,870,249.

    13F-HR 0001475271-25-000010 filed by MOLLER WEALTH PARTNERS
    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 72,068 shares
    Change vs previous 13F -3,046 shares

    0.4% of the 13F portfolio, value $1,823,320.

    13F-HR 0001475271-25-000008 filed by MOLLER WEALTH PARTNERS
    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 75,114 shares
    Change vs previous 13F -1,002 shares

    0.44% of the 13F portfolio, value $1,759,921.

    13F-HR 0001475271-25-000006 filed by MOLLER WEALTH PARTNERS
    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 76,116 shares
    Change vs previous 13F +33,561 shares

    0.52% of the 13F portfolio, value $1,968,360.

    13F-HR 0001475271-25-000002 filed by MOLLER WEALTH PARTNERS
    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 42,555 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,191,583.

    13F-HR 0001475271-24-000010 filed by MOLLER WEALTH PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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