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Disclosery

Successful Portfolios LLC: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Successful Portfolios LLC on SCHO, newest first. How the timeline and the estimate are built.

Successful Portfolios LLC held 241,307 SCHO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 241,307 shares
    Change vs previous 13F +11,098 shares

    2.65% of the 13F portfolio, value $5,750,073.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 230,209 shares
    Change vs previous 13F +7,218 shares

    2.59% of the 13F portfolio, value $5,541,792.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios 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 222,991 shares
    Change vs previous 13F +6,354 shares

    2.98% of the 13F portfolio, value $5,410,712.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios 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 216,637 shares
    Change vs previous 13F +13,875 shares

    2.69% of the 13F portfolio, value $5,277,286.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios 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 202,762 shares
    Change vs previous 13F +1,339 shares

    2.89% of the 13F portfolio, value $4,947,392.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios 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 201,423 shares
    Change vs previous 13F -4,085 shares

    3.02% of the 13F portfolio, value $4,910,691.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios 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 205,508 shares
    Change vs previous 13F +2,194 shares

    3.4% of the 13F portfolio, value $5,002,055.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios 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 203,314 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $4,891,731.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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