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Disclosery

Souders Financial Advisors: SCHY position timeline

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

Souders Financial Advisors held 10,034 SCHY 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 10,034 shares
    Change vs previous 13F -631 shares

    0.03% of the 13F portfolio, value $318,379.

    13F-HR 0001811240-26-000003 filed by Souders Financial 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 10,665 shares
    Change vs previous 13F -2,972 shares

    0.04% of the 13F portfolio, value $337,654.

    13F-HR 0001811240-26-000002 filed by Souders Financial 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 13,637 shares
    Change vs previous 13F -602 shares

    0.05% of the 13F portfolio, value $406,655.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 14,239 shares
    Change vs previous 13F -2,935 shares

    0.05% of the 13F portfolio, value $397,838.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 17,174 shares
    Change vs previous 13F -16,465 shares

    0.06% of the 13F portfolio, value $469,709.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 33,639 shares
    Change vs previous 13F -89,948 shares

    0.12% of the 13F portfolio, value $853,765.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 123,587 shares
    Change vs previous 13F -401,460 shares

    0.4% of the 13F portfolio, value $2,857,326.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 525,047 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $13,740,468.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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