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VALLEY FORGE INVESTMENT CONSULTANTS INC ADV: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALLEY FORGE INVESTMENT CONSULTANTS INC ADV on SCHA, newest first. How the timeline and the estimate are built.

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV held 192,486 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,486 shares
    Change vs previous 13F -3,310 shares

    1.79% of the 13F portfolio, value $6,954,527.

    13F-HR 0000920655-26-000005 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 195,796 shares
    Change vs previous 13F -2,740 shares

    1.71% of the 13F portfolio, value $5,693,755.

    13F-HR 0000920655-26-000004 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 198,536 shares
    Change vs previous 13F +2,882 shares

    1.64% of the 13F portfolio, value $5,654,315.

    13F-HR 0000920655-26-000001 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 195,654 shares
    Change vs previous 13F -1,993 shares

    1.6% of the 13F portfolio, value $5,458,736.

    13F-HR 0000920655-25-000007 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 197,647 shares
    Change vs previous 13F +11,707 shares

    1.6% of the 13F portfolio, value $5,000,468.

    13F-HR 0000920655-25-000004 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 185,940 shares
    Change vs previous 13F -72,630 shares

    1.55% of the 13F portfolio, value $4,356,566.

    13F-HR 0000920655-25-000003 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 258,570 shares
    Change vs previous 13F +118,345 shares

    2.3% of the 13F portfolio, value $6,686,619.

    13F-HR 0000920655-25-000002 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 140,225 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $7,221,593.

    13F-HR 0000920655-24-000006 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    Filed (acceptance time not in the bulk data set), ingested

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