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Waterford Advisors, LLC: SCHF position timeline

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

Waterford Advisors, LLC held 211,231 SCHF 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 211,231 shares
    Change vs previous 13F 0 shares

    1.6% of the 13F portfolio, value $5,851,107.

    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 211,231 shares
    Change vs previous 13F -882 shares

    1.61% of the 13F portfolio, value $5,063,214.

    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 212,113 shares
    Change vs previous 13F +305 shares

    1.99% of the 13F portfolio, value $5,099,203.

    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 211,808 shares
    Change vs previous 13F +43,857 shares

    1.7% of the 13F portfolio, value $4,930,897.

    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 167,951 shares
    Change vs previous 13F -45,234 shares

    1.89% of the 13F portfolio, value $4,709,074.

    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 213,185 shares
    Change vs previous 13F -43,274 shares

    1.75% of the 13F portfolio, value $4,216,801.

    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 256,459 shares
    Change vs previous 13F +128,313 shares

    2.42% of the 13F portfolio, value $4,744,483.

    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 128,146 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $5,269,355.

    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).