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Serenity Investment Advisors: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Serenity Investment Advisors on SCHA, newest first. How the timeline and the estimate are built.

Serenity Investment Advisors held 75,901 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,901 shares
    Change vs previous 13F -1,587 shares

    1.12% of the 13F portfolio, value $2,629,980.

    13F-HR 0002105389-26-000003 filed by Serenity Investment Advisors
    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 77,488 shares
    Change vs previous 13F -5,611 shares

    1.21% of the 13F portfolio, value $2,582,674.

    13F-HR 0002105389-26-000002 filed by Serenity Investment Advisors
    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 83,099 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $2,479,685.

    13F-HR 0002105389-26-000001 filed by Serenity Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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