Red Mountain Financial, LLC: SCHY position timeline

Red Mountain Financial, LLC held 153,104 SCHY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 153,104 shares

   Change vs previous 13F +11,212 shares

   4.08% of the 13F portfolio, value $4,857,978.

   13F-HR 0001997650-26-000004 filed by Red Mountain Financial, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 141,892 shares

   Change vs previous 13F +7,505 shares

   4.23% of the 13F portfolio, value $4,492,305.

   13F-HR 0001997650-26-000002 filed by Red Mountain Financial, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 134,387 shares

   Change vs previous 13F +2,417 shares

   3.93% of the 13F portfolio, value $4,007,416.

   13F-HR 0001997650-26-000001 filed by Red Mountain Financial, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 131,970 shares

   Change vs previous 13F +977 shares

   3.74% of the 13F portfolio, value $3,687,233.

   13F-HR 0001997650-25-000007 filed by Red Mountain Financial, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F/A 130,993 shares

   Change vs previous 13F +3,886 shares

   3.98% of the 13F portfolio, value $3,582,665.

   13F-HR/A 0001997650-25-000005 filed by Red Mountain Financial, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 127,107 shares

   Change vs previous 13F +1,542 shares

   3.93% of the 13F portfolio, value $3,225,976.

   13F-HR 0001997650-25-000002 filed by Red Mountain Financial, LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 125,565 shares

   Change vs previous 13F +9,404 shares

   3.12% of the 13F portfolio, value $2,903,065.

   13F-HR 0001997650-25-000001 filed by Red Mountain Financial, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 116,161 shares

   Change vs previous 13F not available

   3.23% of the 13F portfolio, value $3,039,925.

   13F-HR 0001997650-24-000004 filed by Red Mountain Financial, LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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