Skip to content
Disclosery

Whelan Financial: SCHM position timeline

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

Whelan Financial held 13,742 SCHM 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 13,742 shares
    Change vs previous 13F -897 shares

    0.14% of the 13F portfolio, value $506,657.

    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 14,639 shares
    Change vs previous 13F -341 shares

    0.14% of the 13F portfolio, value $453,208.

    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 14,980 shares
    Change vs previous 13F +7 shares

    0.14% of the 13F portfolio, value $450,443.

    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 14,973 shares
    Change vs previous 13F -1,775 shares

    0.14% of the 13F portfolio, value $443,814.

    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 16,748 shares
    Change vs previous 13F -331 shares

    0.17% of the 13F portfolio, value $469,795.

    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 17,079 shares
    Change vs previous 13F -8,821 shares

    0.17% of the 13F portfolio, value $447,466.

    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 25,900 shares
    Change vs previous 13F +16,921 shares

    0.28% of the 13F portfolio, value $717,700.

    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 8,979 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $746,058.

    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).