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Disclosery

Whelan Financial: SCHH position timeline

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

Whelan Financial held 18,913 SCHH 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 18,913 shares
    Change vs previous 13F +1,437 shares

    0.12% of the 13F portfolio, value $447,868.

    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 17,476 shares
    Change vs previous 13F -17 shares

    0.12% of the 13F portfolio, value $375,550.

    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 17,493 shares
    Change vs previous 13F -777 shares

    0.11% of the 13F portfolio, value $365,428.

    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 18,270 shares
    Change vs previous 13F -288 shares

    0.12% of the 13F portfolio, value $394,078.

    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 18,558 shares
    Change vs previous 13F -721 shares

    0.14% of the 13F portfolio, value $392,678.

    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 19,279 shares
    Change vs previous 13F -981 shares

    0.16% of the 13F portfolio, value $414,682.

    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 20,260 shares
    Change vs previous 13F -3 shares

    0.17% of the 13F portfolio, value $426,667.

    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 20,263 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $469,495.

    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).