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Successful Portfolios LLC: SCHR position timeline

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

Successful Portfolios LLC held 71,369 SCHR 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 71,369 shares
    Change vs previous 13F +628 shares

    0.78% of the 13F portfolio, value $1,687,168.

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

  2. period ended2026-06-30
    13F 70,741 shares
    Change vs previous 13F +1,831 shares

    0.81% of the 13F portfolio, value $1,733,338.

    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 68,910 shares
    Change vs previous 13F -573 shares

    0.95% of the 13F portfolio, value $1,716,079.

    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 69,483 shares
    Change vs previous 13F +5,125 shares

    0.89% of the 13F portfolio, value $1,742,622.

    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 64,358 shares
    Change vs previous 13F +3,207 shares

    0.94% of the 13F portfolio, value $1,617,323.

    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 61,151 shares
    Change vs previous 13F +1,414 shares

    0.94% of the 13F portfolio, value $1,530,613.

    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 59,737 shares
    Change vs previous 13F +296 shares

    1.01% of the 13F portfolio, value $1,485,064.

    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 59,441 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,443,829.

    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).