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Schneider Downs Wealth Management Advisors, LP: FHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schneider Downs Wealth Management Advisors, LP on FHI, newest first. How the timeline and the estimate are built.

Schneider Downs Wealth Management Advisors, LP held 3,551,578 FHI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,551,578 shares
    Change vs previous 13F +823,700 shares

    18.43% of the 13F portfolio, value $196,118,138.

    13F-HR 0001172661-26-003083 filed by Schneider Downs Wealth Management Advisors, LP
    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 2,727,878 shares
    Change vs previous 13F +65,025 shares

    17.06% of the 13F portfolio, value $154,697,962.

    13F-HR 0001172661-26-001986 filed by Schneider Downs Wealth Management Advisors, LP
    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 2,662,853 shares
    Change vs previous 13F +5,590 shares

    15.63% of the 13F portfolio, value $138,654,756.

    13F-HR 0001172661-26-000685 filed by Schneider Downs Wealth Management Advisors, LP
    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 2,657,263 shares
    Change vs previous 13F +2,577,442 shares

    16.37% of the 13F portfolio, value $137,991,668.

    13F-HR 0001172661-25-005200 filed by Schneider Downs Wealth Management Advisors, LP
    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 79,821 shares
    Change vs previous 13F -9,683 shares

    0.53% of the 13F portfolio, value $3,537,667.

    13F-HR 0001172661-25-002836 filed by Schneider Downs Wealth Management Advisors, LP
    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 89,504 shares
    Change vs previous 13F +10,044 shares

    0.66% of the 13F portfolio, value $3,649,078.

    13F-HR 0001172661-25-001763 filed by Schneider Downs Wealth Management Advisors, LP
    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 79,460 shares
    Change vs previous 13F -11,454 shares

    0.61% of the 13F portfolio, value $3,266,601.

    13F-HR 0001172661-25-000497 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 90,914 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,342,908.

    13F-HR 0001172661-24-004487 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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