Skip to content
Disclosery

White & Co Financial Planning Inc: SCHH position timeline

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

White & Co Financial Planning Inc held 281,314 SCHH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 281,314 shares
    Change vs previous 13F +2,084 shares

    4.13% of the 13F portfolio, value $6,661,507.

    13F-HR 0002039300-26-000006 filed by White & Co Financial Planning Inc
    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 279,230 shares
    Change vs previous 13F +26,759 shares

    4.22% of the 13F portfolio, value $6,000,659.

    13F-HR 0002039300-26-000004 filed by White & Co Financial Planning Inc
    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 252,471 shares
    Change vs previous 13F -177 shares

    3.94% of the 13F portfolio, value $5,274,121.

    13F-HR 0002039300-26-000002 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 252,648 shares
    Change vs previous 13F +4,180 shares

    4.1% of the 13F portfolio, value $5,449,619.

    13F-HR 0002039300-25-000009 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 248,468 shares
    Change vs previous 13F +2,441 shares

    4.17% of the 13F portfolio, value $5,215,334.

    13F-HR 0002039300-25-000006 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 246,027 shares
    Change vs previous 13F +1,478 shares

    4.52% of the 13F portfolio, value $5,240,374.

    13F-HR 0002039300-25-000003 filed by White & Co Financial Planning Inc
    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/A 244,549 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $5,150,200.

    13F-HR/A 0001941040-25-000076 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

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