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Disclosery

Portland Financial Advisors Inc: SCHR position timeline

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

Portland Financial Advisors Inc held 27,982 SCHR 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 27,982 shares
    Change vs previous 13F +2,097 shares

    1.26% of the 13F portfolio, value $690,036.

    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 25,885 shares
    Change vs previous 13F +9,051 shares

    1.34% of the 13F portfolio, value $644,795.

    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 16,834 shares
    Change vs previous 13F +40 shares

    0.9% of the 13F portfolio, value $422,197.

    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 16,794 shares
    Change vs previous 13F -130 shares

    0.9% of the 13F portfolio, value $422,033.

    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 16,924 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $423,608.

    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 16,924 shares
    Change vs previous 13F +1,264 shares

    1.08% of the 13F portfolio, value $420,731.

    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 15,660 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $380,381.

    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).