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WestHill Financial Advisors, Inc.: SCHR position timeline

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

WestHill Financial Advisors, Inc. held 1,388,580 SCHR shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,388,580 shares
    Change vs previous 13F +98,477 shares

    5.52% of the 13F portfolio, value $32,909,346.

    13F-HR 0002085853-26-001192 filed by WestHill Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,290,103 shares
    Change vs previous 13F +55,357 shares

    5.42% of the 13F portfolio, value $31,813,940.

    13F-HR 0002085853-26-000786 filed by WestHill Financial Advisors, Inc.
    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 1,234,746 shares
    Change vs previous 13F +95,937 shares

    5.88% of the 13F portfolio, value $30,757,523.

    13F-HR 0002085853-26-000325 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,138,809 shares
    Change vs previous 13F -303 shares

    5.43% of the 13F portfolio, value $28,561,330.

    13F-HR 0002085853-26-000059 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,139,112 shares
    Change vs previous 13F +77,980 shares

    5.61% of the 13F portfolio, value $28,625,885.

    13F-HR 0002085853-25-000071 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,061,132 shares
    Change vs previous 13F +9,047 shares

    5.63% of the 13F portfolio, value $26,560,134.

    13F-HR 0001667731-25-000752 filed by WestHill Financial Advisors, Inc.
    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 1,052,085 shares
    Change vs previous 13F +91,362 shares

    5.98% of the 13F portfolio, value $26,154,833.

    13F-HR 0001667731-25-000467 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 960,723 shares
    Change vs previous 13F not available

    5.23% of the 13F portfolio, value $23,335,962.

    13F-HR 0001667731-25-000194 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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