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Disclosery

Whelan Financial: SCHA position timeline

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

Whelan Financial held 69,459 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,459 shares
    Change vs previous 13F -2,128 shares

    0.68% of the 13F portfolio, value $2,509,563.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 71,587 shares
    Change vs previous 13F -738 shares

    0.65% of the 13F portfolio, value $2,081,741.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 72,325 shares
    Change vs previous 13F -348 shares

    0.64% of the 13F portfolio, value $2,059,808.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 72,673 shares
    Change vs previous 13F +25 shares

    0.64% of the 13F portfolio, value $2,027,566.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 72,648 shares
    Change vs previous 13F -196 shares

    0.66% of the 13F portfolio, value $1,838,007.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 72,844 shares
    Change vs previous 13F -1,421 shares

    0.66% of the 13F portfolio, value $1,706,740.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 74,265 shares
    Change vs previous 13F +36,986 shares

    0.76% of the 13F portfolio, value $1,920,495.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    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 37,279 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,919,884.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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