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True Link Financial Advisors, LLC: SCHR position timeline

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

True Link Financial Advisors, LLC held 53,016 SCHR shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 53,016 shares
    Change vs previous 13F +1,513 shares

    0.08% of the 13F portfolio, value $1,307,375.

    13F-HR/A 0001846236-26-000006 filed by True Link Financial Advisors, 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/A 51,503 shares
    Change vs previous 13F +3,454 shares

    0.08% of the 13F portfolio, value $1,282,940.

    13F-HR/A 0001846236-26-000003 filed by True Link Financial Advisors, 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 48,049 shares
    Change vs previous 13F +3,388 shares

    0.07% of the 13F portfolio, value $1,205,069.

    13F-HR 0001846236-26-000001 filed by True Link Financial Advisors, 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 44,661 shares
    Change vs previous 13F +4,359 shares

    0.07% of the 13F portfolio, value $1,122,331.

    13F-HR 0001846236-25-000009 filed by True Link Financial Advisors, 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 40,302 shares
    Change vs previous 13F +36 shares

    0.07% of the 13F portfolio, value $1,008,759.

    13F-HR 0001846236-25-000006 filed by True Link Financial Advisors, 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 40,266 shares
    Change vs previous 13F +12,115 shares

    0.07% of the 13F portfolio, value $1,001,013.

    13F-HR 0001846236-25-000002 filed by True Link Financial Advisors, 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 28,151 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $683,788.

    13F-HR 0001846236-25-000001 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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