Skip to content
Disclosery

Wealthspire Advisors, LLC: SCHA position timeline

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

Wealthspire Advisors, LLC held 324,106 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 324,106 shares
    Change vs previous 13F -6,931 shares

    0.06% of the 13F portfolio, value $11,709,935.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 331,037 shares
    Change vs previous 13F -5,078 shares

    0.08% of the 13F portfolio, value $9,626,567.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 336,115 shares
    Change vs previous 13F -345,769 shares

    0.08% of the 13F portfolio, value $9,572,549.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 681,884 shares
    Change vs previous 13F +341,037 shares

    0.1% of the 13F portfolio, value $19,024,592.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 340,847 shares
    Change vs previous 13F -357,341 shares

    0.05% of the 13F portfolio, value $8,623,442.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 698,188 shares
    Change vs previous 13F +350,067 shares

    0.1% of the 13F portfolio, value $16,358,524.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 348,121 shares
    Change vs previous 13F +203,853 shares

    0.09% of the 13F portfolio, value $9,002,411.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 144,268 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,429,810.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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