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Vilga Financial Planning LLC: SCHP position timeline

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

Vilga Financial Planning LLC held 373,311 SCHP 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 373,311 shares
    Change vs previous 13F +114,651 shares

    5.6% of the 13F portfolio, value $9,381,305.

    13F-HR 0001085146-26-000834 filed by Vilga Financial Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 258,660 shares
    Change vs previous 13F +33,344 shares

    5.19% of the 13F portfolio, value $6,854,490.

    13F-HR 0002083456-26-000003 filed by Vilga Financial Planning 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 225,316 shares
    Change vs previous 13F +147,808 shares

    5.36% of the 13F portfolio, value $5,995,659.

    13F-HR 0002083456-26-000002 filed by Vilga Financial Planning 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 77,508 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $2,053,187.

    13F-HR 0002083456-26-000001 filed by Vilga Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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