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PATRICK M SWEENEY & ASSOCIATES, INC: SCHA position timeline

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

PATRICK M SWEENEY & ASSOCIATES, INC held 16,643 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,643 shares
    Change vs previous 13F +1,052 shares

    0.35% of the 13F portfolio, value $601,297.

    13F-HR 0002010453-26-000003 filed by PATRICK M SWEENEY & ASSOCIATES, 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 15,591 shares
    Change vs previous 13F +326 shares

    0.29% of the 13F portfolio, value $453,390.

    13F-HR 0002010453-26-000002 filed by PATRICK M SWEENEY & ASSOCIATES, 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 15,265 shares
    Change vs previous 13F +1,162 shares

    0.27% of the 13F portfolio, value $434,760.

    13F-HR 0002010453-26-000001 filed by PATRICK M SWEENEY & ASSOCIATES, 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 14,103 shares
    Change vs previous 13F +996 shares

    0.25% of the 13F portfolio, value $393,478.

    13F-HR 0002010453-25-000007 filed by PATRICK M SWEENEY & ASSOCIATES, 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 13,107 shares
    Change vs previous 13F -553 shares

    0.24% of the 13F portfolio, value $341,818.

    13F-HR 0002010453-25-000003 filed by PATRICK M SWEENEY & ASSOCIATES, 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 13,660 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $320,050.

    13F-HR 0002010453-25-000002 filed by PATRICK M SWEENEY & ASSOCIATES, 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 13,659 shares
    Change vs previous 13F +7,331 shares

    0.26% of the 13F portfolio, value $353,212.

    13F-HR 0002010453-25-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    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 6,328 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $325,917.

    13F-HR 0002010453-24-000005 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    Filed (acceptance time not in the bulk data set), ingested

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