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West Coast Financial LLC: SCHR position timeline

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

West Coast Financial LLC held 0 SCHR shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,466,598 shares

    13F-HR 0001085146-25-005117 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 1,466,598 shares
    Change vs previous 13F +38,562 shares

    4.16% of the 13F portfolio, value $36,459,630.

    13F-HR 0001085146-25-002043 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 1,428,036 shares
    Change vs previous 13F +749,981 shares

    3.82% of the 13F portfolio, value $34,686,987.

    13F-HR 0001085146-25-000186 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 678,055 shares
    Change vs previous 13F +78,426 shares

    3.77% of the 13F portfolio, value $34,309,574.

    13F-HR 0001085146-24-004750 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 599,629 shares
    Change vs previous 13F +93,402 shares

    3.47% of the 13F portfolio, value $29,243,926.

    13F-HR 0001085146-24-003128 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 506,227 shares
    Change vs previous 13F +128,243 shares

    3.01% of the 13F portfolio, value $24,830,428.

    13F-HR 0001085146-24-001760 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 377,984 shares
    Change vs previous 13F +58,988 shares

    2.47% of the 13F portfolio, value $18,793,367.

    13F-HR 0001085146-24-000208 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 318,996 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $15,292,662.

    13F-HR 0001085146-23-004057 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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