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NESTEGG ADVISORS, INC.: SCHF position timeline

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

NESTEGG ADVISORS, INC. held 124,931 SCHF 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 124,931 shares
    Change vs previous 13F +26,164 shares

    2.45% of the 13F portfolio, value $3,460,589.

    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 98,767 shares
    Change vs previous 13F +12,211 shares

    2.15% of the 13F portfolio, value $2,444,488.

    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 86,556 shares
    Change vs previous 13F +7,059 shares

    1.78% of the 13F portfolio, value $2,080,811.

    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 79,497 shares
    Change vs previous 13F +25,225 shares

    1.64% of the 13F portfolio, value $1,850,690.

    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 54,272 shares
    Change vs previous 13F +476 shares

    1.15% of the 13F portfolio, value $1,199,411.

    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 53,796 shares
    Change vs previous 13F +1,562 shares

    1.13% of the 13F portfolio, value $1,064,085.

    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 52,234 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,011,250.

    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).