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Seed Wealth Management, Inc.: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Seed Wealth Management, Inc. on SCHF, newest first. How the timeline and the estimate are built.

Seed Wealth Management, Inc. held 31,040 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,040 shares
    Change vs previous 13F -2,430 shares

    0.54% of the 13F portfolio, value $859,808.

    13F-HR 0001963728-26-000004 filed by Seed Wealth Management, 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 33,470 shares
    Change vs previous 13F -470 shares

    0.57% of the 13F portfolio, value $828,383.

    13F-HR 0001963728-26-000002 filed by Seed Wealth Management, 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 33,940 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $815,918.

    13F-HR 0001963728-26-000001 filed by Seed Wealth Management, 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 33,940 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $790,123.

    13F-HR 0001963728-25-000002 filed by Seed Wealth Management, 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 33,940 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $750,074.

    13F-HR 0001085146-25-003796 filed by Seed Wealth Management, 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 33,940 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $671,333.

    13F-HR 0001085146-25-002203 filed by Seed Wealth Management, 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 33,940 shares
    Change vs previous 13F +19,538 shares

    0.51% of the 13F portfolio, value $627,890.

    13F-HR 0001085146-25-000161 filed by Seed Wealth Management, Inc.
    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 14,402 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $592,210.

    13F-HR 0001085146-24-005326 filed by Seed Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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