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SENTINEL PENSION ADVISORS, LLC: SCHR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SENTINEL PENSION ADVISORS, LLC on SCHR, newest first. How the timeline and the estimate are built.

SENTINEL PENSION ADVISORS, LLC held 323,780 SCHR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 323,780 shares
    Change vs previous 13F +15,190 shares

    1.04% of the 13F portfolio, value $7,948,794.

    13F-HR 0001725547-26-000248 filed by SENTINEL PENSION ADVISORS, LLC
    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 308,590 shares
    Change vs previous 13F -17,785 shares

    1.14% of the 13F portfolio, value $7,686,978.

    13F-HR 0001725547-26-000134 filed by SENTINEL PENSION ADVISORS, LLC
    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 326,375 shares
    Change vs previous 13F -142,131 shares

    1.26% of the 13F portfolio, value $8,185,474.

    13F-HR 0001725547-26-000019 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 468,506 shares
    Change vs previous 13F +18,971 shares

    1.88% of the 13F portfolio, value $11,773,549.

    13F-HR 0001725547-25-004184 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 449,535 shares
    Change vs previous 13F +38,609 shares

    1.89% of the 13F portfolio, value $11,251,852.

    13F-HR 0001725547-25-003417 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 410,926 shares
    Change vs previous 13F +15,126 shares

    1.88% of the 13F portfolio, value $10,215,625.

    13F-HR 0001725547-25-001407 filed by SENTINEL PENSION ADVISORS, LLC
    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 395,800 shares
    Change vs previous 13F +203,533 shares

    1.78% of the 13F portfolio, value $9,613,976.

    13F-HR 0001725547-25-000076 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 192,267 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $9,728,707.

    13F-HR 0001725547-24-005914 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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