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WealthCollab, LLC: SCHH position timeline

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

WealthCollab, LLC held 262,197 SCHH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 262,197 shares
    Change vs previous 13F +489 shares

    2.25% of the 13F portfolio, value $6,208,825.

    13F-HR 0002017870-26-000003 filed by WealthCollab, 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 261,708 shares
    Change vs previous 13F +1,370 shares

    2.32% of the 13F portfolio, value $5,624,106.

    13F-HR 0002017870-26-000002 filed by WealthCollab, 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 260,338 shares
    Change vs previous 13F +2,034 shares

    2.23% of the 13F portfolio, value $5,438,461.

    13F-HR 0002017870-26-000001 filed by WealthCollab, 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 258,304 shares
    Change vs previous 13F +2,697 shares

    2.57% of the 13F portfolio, value $5,571,618.

    13F-HR 0002017870-25-000007 filed by WealthCollab, 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 255,607 shares
    Change vs previous 13F +696 shares

    3.04% of the 13F portfolio, value $5,408,645.

    13F-HR 0002017870-25-000005 filed by WealthCollab, 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 254,911 shares
    Change vs previous 13F +3,585 shares

    3.4% of the 13F portfolio, value $5,483,136.

    13F-HR 0002017870-25-000004 filed by WealthCollab, 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 251,326 shares
    Change vs previous 13F +16,996 shares

    3.39% of the 13F portfolio, value $5,292,926.

    13F-HR 0002017870-25-000001 filed by WealthCollab, 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 234,330 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $5,429,427.

    13F-HR 0002017870-24-000005 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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