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Willis Johnson & Associates, Inc.: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Willis Johnson & Associates, Inc. on SCHF, newest first. How the timeline and the estimate are built.

Willis Johnson & Associates, Inc. held 17,568 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,568 shares
    Change vs previous 13F -3,201 shares

    0.03% of the 13F portfolio, value $486,626.

    13F-HR 0001853239-26-000004 filed by Willis Johnson & Associates, 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 20,769 shares
    Change vs previous 13F +936 shares

    0.03% of the 13F portfolio, value $514,038.

    13F-HR 0001853239-26-000003 filed by Willis Johnson & Associates, 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 19,833 shares
    Change vs previous 13F -351 shares

    0.03% of the 13F portfolio, value $476,791.

    13F-HR 0001853239-26-000002 filed by Willis Johnson & Associates, 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 20,184 shares
    Change vs previous 13F -12,561 shares

    0.03% of the 13F portfolio, value $469,885.

    13F-HR 0001853239-25-000004 filed by Willis Johnson & Associates, 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 32,745 shares
    Change vs previous 13F -2,342 shares

    0.05% of the 13F portfolio, value $723,673.

    13F-HR 0001085146-25-004993 filed by Willis Johnson & Associates, 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 35,087 shares
    Change vs previous 13F +2,388 shares

    0.05% of the 13F portfolio, value $694,014.

    13F-HR 0001085146-25-003176 filed by Willis Johnson & Associates, 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 32,699 shares
    Change vs previous 13F +16,644 shares

    0.05% of the 13F portfolio, value $604,925.

    13F-HR 0001085146-25-001471 filed by Willis Johnson & Associates, Inc.
    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 16,055 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $660,175.

    13F-HR 0001853239-24-000007 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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