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Seed Wealth Management, Inc.: SCHP position timeline

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

Seed Wealth Management, Inc. held 159,565 SCHP 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 159,565 shares
    Change vs previous 13F -62,295 shares

    2.68% of the 13F portfolio, value $4,228,473.

    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 221,860 shares
    Change vs previous 13F +7,295 shares

    4.06% of the 13F portfolio, value $5,903,695.

    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 214,565 shares
    Change vs previous 13F -3,810 shares

    3.92% of the 13F portfolio, value $5,683,827.

    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 218,375 shares
    Change vs previous 13F -205 shares

    4.06% of the 13F portfolio, value $5,885,206.

    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 218,580 shares
    Change vs previous 13F +24,825 shares

    4.35% of the 13F portfolio, value $5,831,714.

    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 193,755 shares
    Change vs previous 13F +22,335 shares

    4.24% of the 13F portfolio, value $5,210,072.

    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 171,420 shares
    Change vs previous 13F +105,400 shares

    3.58% of the 13F portfolio, value $4,427,779.

    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 66,020 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $3,540,653.

    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).