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Disclosery

Pasadena Private Wealth, LLC: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pasadena Private Wealth, LLC on SCHO, newest first. How the timeline and the estimate are built.

Pasadena Private Wealth, LLC held 28,909 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,909 shares
    Change vs previous 13F -4 shares

    0.09% of the 13F portfolio, value $697,856.

    13F-HR 0002073679-26-000083 filed by Pasadena Private Wealth, LLC
    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 28,913 shares
    Change vs previous 13F -842 shares

    0.1% of the 13F portfolio, value $701,730.

    13F-HR 0002073679-26-000047 filed by Pasadena Private Wealth, LLC
    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 29,755 shares
    Change vs previous 13F -26,630 shares

    0.1% of the 13F portfolio, value $725,117.

    13F-HR 0002073679-26-000020 filed by Pasadena Private Wealth, LLC
    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 56,385 shares
    Change vs previous 13F -48,108 shares

    0.2% of the 13F portfolio, value $1,375,805.

    13F-HR 0001760578-25-000008 filed by Pasadena Private Wealth, LLC
    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 104,493 shares
    Change vs previous 13F -68,111 shares

    0.44% of the 13F portfolio, value $2,547,534.

    13F-HR 0001760578-25-000004 filed by Pasadena Private Wealth, LLC
    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 172,604 shares
    Change vs previous 13F -23,060 shares

    0.81% of the 13F portfolio, value $4,201,171.

    13F-HR 0001760578-25-000003 filed by Pasadena Private Wealth, LLC
    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 195,664 shares
    Change vs previous 13F +162,620 shares

    0.97% of the 13F portfolio, value $4,707,676.

    13F-HR 0001760578-25-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 33,044 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,618,501.

    13F-HR 0001760578-24-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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