MPWM ADVISORY SOLUTIONS, LLC: SCHO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MPWM ADVISORY SOLUTIONS, LLC on SCHO, newest first. How the timeline and the estimate are built.
MPWM ADVISORY SOLUTIONS, LLC held 45,160 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 45,160 sharesChange vs previous 13F -305 shares
0.5% of the 13F portfolio, value $1,090,163.
13F-HR 0002056693-26-000003 filed by MPWM ADVISORY SOLUTIONS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 45,465 sharesChange vs previous 13F -6,134 shares
0.58% of the 13F portfolio, value $1,103,435.
13F-HR 0002056693-26-000002 filed by MPWM ADVISORY SOLUTIONS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 51,599 sharesChange vs previous 13F +8,155 shares
0.7% of the 13F portfolio, value $1,257,469.
13F-HR 0002056693-26-000001 filed by MPWM ADVISORY SOLUTIONS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 43,444 sharesChange vs previous 13F +40,288 shares
0.63% of the 13F portfolio, value $1,060,034.
13F-HR 0002056693-25-000005 filed by MPWM ADVISORY SOLUTIONS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,156 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $76,944.
13F-HR 0002056693-25-000003 filed by MPWM ADVISORY SOLUTIONS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).