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VSM Wealth Advisory, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VSM Wealth Advisory, LLC on SCHA, newest first. How the timeline and the estimate are built.

VSM Wealth Advisory, LLC held 67,453 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,453 shares
    Change vs previous 13F +458 shares

    0.65% of the 13F portfolio, value $2,437,065.

    13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, 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 66,995 shares
    Change vs previous 13F +1,083 shares

    0.58% of the 13F portfolio, value $1,948,228.

    13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, 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 65,912 shares
    Change vs previous 13F -336,439 shares

    0.56% of the 13F portfolio, value $1,873,793.

    13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, 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 402,351 shares
    Change vs previous 13F +337,557 shares

    3.33% of the 13F portfolio, value $10,700,955.

    13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, 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 64,794 shares
    Change vs previous 13F -5,230 shares

    0.54% of the 13F portfolio, value $1,639,297.

    13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, 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 70,024 shares
    Change vs previous 13F -463 shares

    0.59% of the 13F portfolio, value $1,640,654.

    13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, 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 70,487 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,822,784.

    13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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