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Disclosery

Williams Financial, LLC: SCHH position timeline

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

Williams Financial, LLC held 240,915 SCHH shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,915 shares
    Change vs previous 13F +10,987 shares

    2.95% of the 13F portfolio, value $5,704,870.

    13F-HR 0001214659-26-008749 filed by Williams Financial, 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 229,928 shares
    Change vs previous 13F -1,024 shares

    2.88% of the 13F portfolio, value $4,941,155.

    13F-HR 0001214659-26-005070 filed by Williams Financial, 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 230,952 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $4,824,587.

    13F-HR 0001214659-26-001066 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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