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Disclosery

PIERSHALE FINANCIAL GROUP, INC.: SCHH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PIERSHALE FINANCIAL GROUP, INC. on SCHH, newest first. How the timeline and the estimate are built.

PIERSHALE FINANCIAL GROUP, INC. held 264 SCHH shares at 2023-06-30 per its 13F-HR filed 2023-07-06.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 264 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,156.

    13F-HR 0001214659-23-009301 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 264 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,148.

    13F-HR 0001214659-23-005278 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 264 shares
    Change vs previous 13F +264 shares

    <0.01% of the 13F portfolio, value $5,093.

    13F-HR 0001214659-23-000594 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 0 shares
    Change vs previous 13F -551,593 shares

    13F-HR 0001214659-22-005020 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2021-12-31
    13F 551,593 shares
    Change vs previous 13F +193,286 shares

    11.08% of the 13F portfolio, value $29,063,000.

    13F-HR 0001214659-22-000973 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 358,307 shares
    Change vs previous 13F not available

    6.74% of the 13F portfolio, value $16,367,000.

    13F-HR 0001214659-21-010638 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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