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Spinnaker Investment Group, LLC: SCHA position timeline

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

Spinnaker Investment Group, LLC held 55,360 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,360 shares
    Change vs previous 13F -935 shares

    0.28% of the 13F portfolio, value $1,806,387.

    13F-HR 0001911067-26-000005 filed by Spinnaker Investment Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 56,295 shares
    Change vs previous 13F +7,588 shares

    0.33% of the 13F portfolio, value $2,033,946.

    13F-HR 0001911067-26-000003 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 48,707 shares
    Change vs previous 13F -9,454 shares

    0.29% of the 13F portfolio, value $1,416,386.

    13F-HR 0001911067-26-000002 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 58,161 shares
    Change vs previous 13F -675 shares

    0.3% of the 13F portfolio, value $1,656,433.

    13F-HR 0001911067-26-000001 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 58,836 shares
    Change vs previous 13F +24,311 shares

    0.31% of the 13F portfolio, value $1,641,533.

    13F-HR 0001085146-25-005913 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 34,525 shares
    Change vs previous 13F -22,458 shares

    0.21% of the 13F portfolio, value $873,486.

    13F-HR 0001667731-25-000848 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 56,983 shares
    Change vs previous 13F -2,358 shares

    0.3% of the 13F portfolio, value $1,335,104.

    13F-HR 0001667731-25-000486 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 59,341 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,534,574.

    13F-HR 0001667731-25-000058 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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