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NESTEGG ADVISORS, INC.: SCHA position timeline

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

NESTEGG ADVISORS, INC. held 54,162 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,162 shares
    Change vs previous 13F -282 shares

    1.38% of the 13F portfolio, value $1,956,871.

    13F-HR 0001951757-26-001004 filed by NESTEGG ADVISORS, 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 54,444 shares
    Change vs previous 13F -417 shares

    1.39% of the 13F portfolio, value $1,583,229.

    13F-HR 0001951757-26-000536 filed by NESTEGG ADVISORS, 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 54,861 shares
    Change vs previous 13F +1,320 shares

    1.33% of the 13F portfolio, value $1,562,451.

    13F-HR 0001951757-26-000255 filed by NESTEGG ADVISORS, 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 53,541 shares
    Change vs previous 13F -844 shares

    1.33% of the 13F portfolio, value $1,493,802.

    13F-HR 0001951757-25-001190 filed by NESTEGG ADVISORS, 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 54,385 shares
    Change vs previous 13F -305 shares

    1.32% of the 13F portfolio, value $1,375,933.

    13F-HR 0001951757-25-000978 filed by NESTEGG ADVISORS, 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 54,690 shares
    Change vs previous 13F +126 shares

    1.36% of the 13F portfolio, value $1,281,383.

    13F-HR 0001951757-25-000559 filed by NESTEGG ADVISORS, 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 54,564 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,454,125.

    13F-HR 0001951757-25-000284 filed by NESTEGG ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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