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Disclosery

Navigation Wealth Management, Inc.: SCHE position timeline

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

Navigation Wealth Management, Inc. held 32,375 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,375 shares
    Change vs previous 13F +1,507 shares

    1.62% of the 13F portfolio, value $1,173,918.

    13F-HR 0001839930-26-000003 filed by Navigation 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 30,868 shares
    Change vs previous 13F -1,168 shares

    3.67% of the 13F portfolio, value $1,017,101.

    13F-HR 0001839930-26-000002 filed by Navigation 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 32,036 shares
    Change vs previous 13F +3,676 shares

    1.56% of the 13F portfolio, value $1,049,179.

    13F-HR 0001839930-26-000001 filed by Navigation 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 28,360 shares
    Change vs previous 13F +6,456 shares

    1.39% of the 13F portfolio, value $947,224.

    13F-HR 0001839930-25-000002 filed by Navigation 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 21,904 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $660,187.

    13F-HR 0001085146-25-003696 filed by Navigation Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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