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Phil A. Younker & Associates, Ltd.: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phil A. Younker & Associates, Ltd. on SCHA, newest first. How the timeline and the estimate are built.

Phil A. Younker & Associates, Ltd. held 103,747 SCHA 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 103,747 shares
    Change vs previous 13F 0 shares

    2.53% of the 13F portfolio, value $3,748,379.

    13F-HR 0002063364-26-000281 filed by Phil A. Younker & Associates, Ltd.
    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 103,747 shares
    Change vs previous 13F +2,560 shares

    2.01% of the 13F portfolio, value $3,016,963.

    13F-HR 0002063364-26-000109 filed by Phil A. Younker & Associates, Ltd.
    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 101,187 shares
    Change vs previous 13F +13,961 shares

    2.01% of the 13F portfolio, value $2,881,806.

    13F-HR 0002063364-26-000033 filed by Phil A. Younker & Associates, Ltd.
    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 87,226 shares
    Change vs previous 13F +45,324 shares

    1.86% of the 13F portfolio, value $2,433,605.

    13F-HR 0002063364-25-000258 filed by Phil A. Younker & Associates, Ltd.
    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 41,902 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $1,060,121.

    13F-HR 0002063364-25-000139 filed by Phil A. Younker & Associates, Ltd.
    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 41,902 shares
    Change vs previous 13F +104 shares

    0.97% of the 13F portfolio, value $981,764.

    13F-HR 0002063364-25-000069 filed by Phil A. Younker & Associates, Ltd.
    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 41,798 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,080,896.

    13F-HR 0002063364-25-000006 filed by Phil A. Younker & Associates, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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