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Disclosery

Waterloo Capital, L.P.: SCHH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on SCHH, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 18,559 SCHH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,559 shares
    Change vs previous 13F +1,962 shares

    0.02% of the 13F portfolio, value $439,467.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 16,597 shares
    Change vs previous 13F +13 shares

    0.03% of the 13F portfolio, value $356,673.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 16,584 shares
    Change vs previous 13F -5,321 shares

    0.03% of the 13F portfolio, value $346,431.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 21,905 shares
    Change vs previous 13F +50 shares

    0.04% of the 13F portfolio, value $472,489.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 21,855 shares
    Change vs previous 13F -26 shares

    0.04% of the 13F portfolio, value $462,459.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 21,881 shares
    Change vs previous 13F -1,139 shares

    0.04% of the 13F portfolio, value $470,660.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 23,020 shares
    Change vs previous 13F -3,961 shares

    0.05% of the 13F portfolio, value $484,804.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 26,981 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $625,151.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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