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Disclosery

S.E.E.D. Planning Group LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of S.E.E.D. Planning Group LLC on SCHX, newest first. How the timeline and the estimate are built.

S.E.E.D. Planning Group LLC held 130,224 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 130,224 shares
    Change vs previous 13F +16,258 shares

    0.96% of the 13F portfolio, value $3,906,720.

    13F-HR 0001765515-26-000006 filed by S.E.E.D. Planning Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 113,966 shares
    Change vs previous 13F +15,866 shares

    0.89% of the 13F portfolio, value $3,354,019.

    13F-HR 0001765515-26-000005 filed by S.E.E.D. Planning 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 ended2026-03-31
    13F 98,100 shares
    Change vs previous 13F +7,872 shares

    0.73% of the 13F portfolio, value $2,515,284.

    13F-HR 0001765515-26-000003 filed by S.E.E.D. Planning 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 ended2025-12-31
    13F 90,228 shares
    Change vs previous 13F -802 shares

    0.69% of the 13F portfolio, value $2,428,035.

    13F-HR 0001765515-26-000001 filed by S.E.E.D. Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 91,030 shares
    Change vs previous 13F -3,076 shares

    0.7% of the 13F portfolio, value $2,397,730.

    13F-HR 0001765515-25-000008 filed by S.E.E.D. Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 94,106 shares
    Change vs previous 13F -795 shares

    0.72% of the 13F portfolio, value $2,299,951.

    13F-HR 0001765515-25-000007 filed by S.E.E.D. Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 94,901 shares
    Change vs previous 13F -6,155 shares

    0.71% of the 13F portfolio, value $2,095,414.

    13F-HR 0001765515-25-000005 filed by S.E.E.D. Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 101,056 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,342,478.

    13F-HR 0001765515-25-000001 filed by S.E.E.D. Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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