TWIN PEAKS WEALTH ADVISORS, LLC: SCHF position timeline

TWIN PEAKS WEALTH ADVISORS, LLC held 12,397 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 12,397 shares

   Change vs previous 13F +4,772 shares

   0.08% of the 13F portfolio, value $343,384.

   13F-HR 0001986152-26-000134 filed by TWIN PEAKS WEALTH ADVISORS, LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 7,625 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $188,709.

   13F-HR 0001986152-26-000072 filed by TWIN PEAKS WEALTH ADVISORS, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,625 shares

   Change vs previous 13F +7,625 shares

   0.06% of the 13F portfolio, value $200,908.

   13F-HR 0001986152-26-000018 filed by TWIN PEAKS WEALTH ADVISORS, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -7,789 shares

   13F-HR 0001986152-25-000092 filed by TWIN PEAKS WEALTH ADVISORS, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-06-30

   13F 7,789 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $176,430.

   13F-HR 0001986152-25-000062 filed by TWIN PEAKS WEALTH ADVISORS, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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