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POINCIANA ADVISORS GROUP, LLC: SCHH position timeline

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

POINCIANA ADVISORS GROUP, LLC held 17,503 SCHH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,503 shares
    Change vs previous 13F +1,846 shares

    0.31% of the 13F portfolio, value $414,460.

    13F-HR 0001725547-26-000256 filed by POINCIANA ADVISORS GROUP, 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 15,657 shares
    Change vs previous 13F +2,198 shares

    0.27% of the 13F portfolio, value $336,476.

    13F-HR 0001725547-26-000132 filed by POINCIANA ADVISORS GROUP, 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 13,459 shares
    Change vs previous 13F +2,675 shares

    0.22% of the 13F portfolio, value $281,165.

    13F-HR 0001725547-26-000072 filed by POINCIANA ADVISORS GROUP, 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 10,784 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $232,613.

    13F-HR 0001725547-25-004212 filed by POINCIANA ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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