Skip to content
Disclosery

White & Co Financial Planning Inc: SCHJ position timeline

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

White & Co Financial Planning Inc held 141,293 SCHJ 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 141,293 shares
    Change vs previous 13F +20,775 shares

    2.16% of the 13F portfolio, value $3,484,284.

    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 120,518 shares
    Change vs previous 13F +12,794 shares

    2.1% of the 13F portfolio, value $2,979,802.

    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 107,724 shares
    Change vs previous 13F -287 shares

    2.01% of the 13F portfolio, value $2,682,316.

    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 108,011 shares
    Change vs previous 13F +3,692 shares

    2.03% of the 13F portfolio, value $2,694,323.

    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 104,319 shares
    Change vs previous 13F +354 shares

    2.07% of the 13F portfolio, value $2,585,037.

    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 103,965 shares
    Change vs previous 13F +2,223 shares

    2.21% of the 13F portfolio, value $2,562,212.

    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 101,742 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $2,479,959.

    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).