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Tradewinds Capital Management, LLC: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tradewinds Capital Management, LLC on SCHC, newest first. How the timeline and the estimate are built.

Tradewinds Capital Management, LLC held 58,638 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,638 shares
    Change vs previous 13F +6,240 shares

    0.5% of the 13F portfolio, value $2,821,661.

    13F-HR 0001616026-26-000007 filed by Tradewinds Capital Management, LLC
    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 52,398 shares
    Change vs previous 13F +3,653 shares

    0.49% of the 13F portfolio, value $2,449,083.

    13F-HR 0001616026-26-000005 filed by Tradewinds Capital Management, LLC
    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 48,745 shares
    Change vs previous 13F -304,983 shares

    0.47% of the 13F portfolio, value $2,219,360.

    13F-HR 0001616026-26-000002 filed by Tradewinds Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 353,728 shares
    Change vs previous 13F +311,355 shares

    3.62% of the 13F portfolio, value $16,098,162.

    13F-HR 0001616026-25-000007 filed by Tradewinds Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 42,373 shares
    Change vs previous 13F +2,719 shares

    0.45% of the 13F portfolio, value $1,804,667.

    13F-HR 0001616026-25-000004 filed by Tradewinds Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 39,654 shares
    Change vs previous 13F +8,854 shares

    0.38% of the 13F portfolio, value $1,422,783.

    13F-HR 0001616026-25-000003 filed by Tradewinds Capital Management, LLC
    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 30,800 shares
    Change vs previous 13F +10,624 shares

    0.28% of the 13F portfolio, value $1,057,364.

    13F-HR 0001616026-25-000001 filed by Tradewinds Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 20,176 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $777,382.

    13F-HR 0001616026-24-000007 filed by Tradewinds Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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