PANORAMIC INVESTMENT ADVISORS, LLC: SCHA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PANORAMIC INVESTMENT ADVISORS, LLC on SCHA, newest first. How the timeline and the estimate are built.
PANORAMIC INVESTMENT ADVISORS, LLC held 90,195 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 90,195 sharesChange vs previous 13F +4,968 shares
1.56% of the 13F portfolio, value $3,258,761.
13F-HR 0001986152-26-000131 filed by PANORAMIC INVESTMENT ADVISORS, 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/A 85,227 sharesChange vs previous 13F +6,087 shares
1.34% of the 13F portfolio, value $2,478,390.
13F-HR/A 0001986152-26-000085 filed by PANORAMIC INVESTMENT ADVISORS, 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 79,140 sharesChange vs previous 13F -691 shares
1.22% of the 13F portfolio, value $2,253,897.
13F-HR 0001986152-26-000012 filed by PANORAMIC INVESTMENT ADVISORS, 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 79,831 sharesChange vs previous 13F +13,998 shares
1.25% of the 13F portfolio, value $2,227,298.
13F-HR 0001967332-25-000003 filed by PANORAMIC INVESTMENT ADVISORS, 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 65,833 sharesChange vs previous 13F +6,843 shares
1.02% of the 13F portfolio, value $1,665,567.
13F-HR 0001986152-25-000057 filed by PANORAMIC INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 58,990 sharesChange vs previous 13F +1,294 shares
0.93% of the 13F portfolio, value $1,382,127.
13F-HR 0001986152-25-000041 filed by PANORAMIC INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 57,696 sharesChange vs previous 13F +29,618 shares
0.97% of the 13F portfolio, value $1,492,019.
13F-HR 0001986152-25-000003 filed by PANORAMIC INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,078 sharesChange vs previous 13F not available
1% of the 13F portfolio, value $1,446,021.
13F-HR 0001986152-24-000049 filed by PANORAMIC INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).