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Disclosery

Wedmont Private Capital: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wedmont Private Capital on SCHC, newest first. How the timeline and the estimate are built.

Wedmont Private Capital held 143,716 SCHC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 143,716 shares
    Change vs previous 13F -3,045 shares

    0.17% of the 13F portfolio, value $7,050,712.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 146,761 shares
    Change vs previous 13F -4,310 shares

    0.19% of the 13F portfolio, value $7,088,561.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 151,071 shares
    Change vs previous 13F +56 shares

    0.24% of the 13F portfolio, value $7,435,695.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 151,015 shares
    Change vs previous 13F -2,094 shares

    0.24% of the 13F portfolio, value $7,046,342.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 153,109 shares
    Change vs previous 13F -205 shares

    0.26% of the 13F portfolio, value $6,994,018.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 153,314 shares
    Change vs previous 13F +1,330 shares

    0.28% of the 13F portfolio, value $6,581,766.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 151,984 shares
    Change vs previous 13F +9,723 shares

    0.28% of the 13F portfolio, value $5,381,756.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 142,261 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,798,466.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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