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Disclosery

WBH ADVISORY INC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBH ADVISORY INC on SCHA, newest first. How the timeline and the estimate are built.

WBH ADVISORY INC held 141,443 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,443 shares
    Change vs previous 13F -8,740 shares

    0.34% of the 13F portfolio, value $5,110,338.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 150,183 shares
    Change vs previous 13F +594 shares

    0.33% of the 13F portfolio, value $4,407,882.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 149,589 shares
    Change vs previous 13F +6,969 shares

    0.32% of the 13F portfolio, value $4,260,304.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    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 142,620 shares
    Change vs previous 13F -2,949 shares

    0.3% of the 13F portfolio, value $3,979,096.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    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 145,569 shares
    Change vs previous 13F -17,607 shares

    0.31% of the 13F portfolio, value $3,682,883.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    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 163,176 shares
    Change vs previous 13F -9,983 shares

    0.36% of the 13F portfolio, value $3,823,213.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 173,159 shares
    Change vs previous 13F +85,732 shares

    0.42% of the 13F portfolio, value $4,477,900.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 87,427 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,502,469.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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