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Disclosery

Performance Wealth Partners, LLC: SCHP position timeline

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

Performance Wealth Partners, LLC held 131,947 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,947 shares
    Change vs previous 13F -509 shares

    0.09% of the 13F portfolio, value $3,496,598.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 132,456 shares
    Change vs previous 13F -6,095 shares

    0.1% of the 13F portfolio, value $3,524,654.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 138,551 shares
    Change vs previous 13F -3,450 shares

    0.1% of the 13F portfolio, value $3,670,216.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 142,001 shares
    Change vs previous 13F -5,366 shares

    0.11% of the 13F portfolio, value $3,826,927.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 147,367 shares
    Change vs previous 13F -4,640 shares

    0.13% of the 13F portfolio, value $3,931,752.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 152,007 shares
    Change vs previous 13F -1,696 shares

    0.15% of the 13F portfolio, value $4,087,468.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 153,703 shares
    Change vs previous 13F +69,954 shares

    0.13% of the 13F portfolio, value $3,970,148.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 83,749 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,491,459.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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