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Disclosery

Whipplewood Advisors, LLC: SCHA position timeline

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

Whipplewood Advisors, LLC held 367 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 367 shares
    Change vs previous 13F -2,922 shares

    0.01% of the 13F portfolio, value $13,260.

    13F-HR 0002052510-26-000003 filed by Whipplewood Advisors, LLC
    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 3,289 shares
    Change vs previous 13F +2,868 shares

    0.05% of the 13F portfolio, value $95,644.

    13F-HR 0002052510-26-000002 filed by Whipplewood Advisors, LLC
    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 421 shares
    Change vs previous 13F -21 shares

    0.01% of the 13F portfolio, value $11,990.

    13F-HR 0002052510-26-000001 filed by Whipplewood Advisors, LLC
    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 442 shares
    Change vs previous 13F -9,756 shares

    0.01% of the 13F portfolio, value $12,332.

    13F-HR 0002052510-25-000006 filed by Whipplewood Advisors, LLC
    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 10,198 shares
    Change vs previous 13F -55,715 shares

    0.14% of the 13F portfolio, value $258,009.

    13F-HR 0002052510-25-000003 filed by Whipplewood Advisors, LLC
    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 65,913 shares
    Change vs previous 13F +56,638 shares

    0.15% of the 13F portfolio, value $215,697.

    13F-HR 0002052510-25-000002 filed by Whipplewood Advisors, LLC
    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 9,275 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $239,852.

    13F-HR 0002052510-25-000001 filed by Whipplewood Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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