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Disclosery

WBH ADVISORY INC: SCHE position timeline

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

WBH ADVISORY INC held 196,138 SCHE 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 196,138 shares
    Change vs previous 13F -6,262 shares

    0.48% of the 13F portfolio, value $7,111,961.

    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 202,400 shares
    Change vs previous 13F +15,006 shares

    0.5% of the 13F portfolio, value $6,687,283.

    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 187,394 shares
    Change vs previous 13F +6,046 shares

    0.45% of the 13F portfolio, value $6,137,165.

    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 181,348 shares
    Change vs previous 13F +3,980 shares

    0.46% of the 13F portfolio, value $6,051,599.

    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 177,368 shares
    Change vs previous 13F -20,933 shares

    0.46% of the 13F portfolio, value $5,345,878.

    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 198,301 shares
    Change vs previous 13F +7,275 shares

    0.51% of the 13F portfolio, value $5,467,156.

    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 191,026 shares
    Change vs previous 13F +8,163 shares

    0.47% of the 13F portfolio, value $5,087,019.

    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 182,863 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,335,934.

    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).