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Disclosery

Waterford Advisors, LLC: SCHE position timeline

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

Waterford Advisors, LLC held 11,780 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,780 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $398,635.

    13F-HR 0001960657-26-000003 filed by Waterford 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 11,780 shares
    Change vs previous 13F -800 shares

    0.1% of the 13F portfolio, value $331,018.

    13F-HR 0001960657-26-000002 filed by Waterford 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 12,580 shares
    Change vs previous 13F -26,580 shares

    0.16% of the 13F portfolio, value $410,360.

    13F-HR 0001960657-26-000001 filed by Waterford 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 39,160 shares
    Change vs previous 13F +39,157 shares

    0.45% of the 13F portfolio, value $1,306,784.

    13F-HR 0001960657-25-000007 filed by Waterford 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 3 shares
    Change vs previous 13F -49,928 shares

    0.49% of the 13F portfolio, value $1,229,816.

    13F-HR 0001960657-25-000005 filed by Waterford 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 49,931 shares
    Change vs previous 13F -2,890 shares

    0.57% of the 13F portfolio, value $1,376,609.

    13F-HR 0001960657-25-000002 filed by Waterford 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 52,821 shares
    Change vs previous 13F -2,450 shares

    0.72% of the 13F portfolio, value $1,406,634.

    13F-HR 0001960657-25-000001 filed by Waterford Advisors, LLC
    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 55,271 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,612,815.

    13F-HR 0001960657-24-000005 filed by Waterford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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