Skip to content
Disclosery

Portland Financial Advisors Inc: SCHH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portland Financial Advisors Inc on SCHH, newest first. How the timeline and the estimate are built.

Portland Financial Advisors Inc held 23,052 SCHH 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 23,052 shares
    Change vs previous 13F +639 shares

    1% of the 13F portfolio, value $545,871.

    13F-HR 0002054942-26-000003 filed by Portland Financial Advisors 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 22,413 shares
    Change vs previous 13F +1,413 shares

    1% of the 13F portfolio, value $481,655.

    13F-HR 0002054942-26-000002 filed by Portland Financial Advisors 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 21,000 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $438,690.

    13F-HR 0002054942-26-000001 filed by Portland Financial Advisors 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 21,000 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $452,970.

    13F-HR 0002054942-25-000006 filed by Portland Financial Advisors 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 21,000 shares
    Change vs previous 13F -133 shares

    1.07% of the 13F portfolio, value $444,360.

    13F-HR 0002054942-25-000003 filed by Portland Financial Advisors 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 21,133 shares
    Change vs previous 13F +1,265 shares

    1.16% of the 13F portfolio, value $454,571.

    13F-HR 0002054942-25-000002 filed by Portland Financial Advisors 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 19,868 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $418,420.

    13F-HR 0002054942-25-000001 filed by Portland Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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