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World Investment Advisors: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of World Investment Advisors on SCHC, newest first. How the timeline and the estimate are built.

World Investment Advisors held 95,677 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,677 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $4,471,949.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 95,677 shares
    Change vs previous 13F -1,439 shares

    0.07% of the 13F portfolio, value $4,471,949.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 97,116 shares
    Change vs previous 13F +6,931 shares

    0.07% of the 13F portfolio, value $4,421,698.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 90,185 shares
    Change vs previous 13F -1,702 shares

    0.08% of the 13F portfolio, value $4,104,331.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 91,887 shares
    Change vs previous 13F -417 shares

    0.09% of the 13F portfolio, value $3,913,495.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 92,304 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,311,868.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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