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Wiser Advisor Group LLC: SCHA position timeline

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

Wiser Advisor Group LLC held 49,261 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,261 shares
    Change vs previous 13F -303 shares

    1.95% of the 13F portfolio, value $1,779,810.

    13F-HR 0001420506-26-001840 filed by Wiser Advisor Group 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 49,564 shares
    Change vs previous 13F +9,443 shares

    1.74% of the 13F portfolio, value $1,441,329.

    13F-HR 0002011550-26-000002 filed by Wiser Advisor Group 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 40,121 shares
    Change vs previous 13F -730 shares

    1.31% of the 13F portfolio, value $1,142,660.

    13F-HR 0002011550-26-000001 filed by Wiser Advisor Group 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 40,851 shares
    Change vs previous 13F +81 shares

    1.42% of the 13F portfolio, value $1,139,743.

    13F-HR 0002011550-25-000006 filed by Wiser Advisor Group 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 40,770 shares
    Change vs previous 13F +34 shares

    1.79% of the 13F portfolio, value $1,031,470.

    13F-HR 0002011550-25-000004 filed by Wiser Advisor Group 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 40,736 shares
    Change vs previous 13F -1,396 shares

    1.41% of the 13F portfolio, value $954,433.

    13F-HR 0002011550-25-000003 filed by Wiser Advisor Group 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 42,132 shares
    Change vs previous 13F +21,167 shares

    1.58% of the 13F portfolio, value $1,089,540.

    13F-HR 0002011550-25-000001 filed by Wiser Advisor Group LLC
    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 20,965 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $1,079,721.

    13F-HR 0002011550-24-000005 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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