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Disclosery

Wrenne Financial Planning LLC: SCHH position timeline

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

Wrenne Financial Planning LLC held 100,039 SCHH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,039 shares
    Change vs previous 13F +3,377 shares

    0.8% of the 13F portfolio, value $2,368,935.

    13F-HR 0001172661-26-002804 filed by Wrenne Financial Planning 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 96,662 shares
    Change vs previous 13F +4,424 shares

    0.81% of the 13F portfolio, value $2,077,277.

    13F-HR 0001172661-26-002011 filed by Wrenne Financial Planning 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 92,238 shares
    Change vs previous 13F +20,006 shares

    0.78% of the 13F portfolio, value $1,926,862.

    13F-HR 0001172661-26-000586 filed by Wrenne Financial Planning 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 72,232 shares
    Change vs previous 13F +4,789 shares

    0.67% of the 13F portfolio, value $1,558,055.

    13F-HR 0001172661-25-004684 filed by Wrenne Financial Planning 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 67,443 shares
    Change vs previous 13F +15,273 shares

    0.67% of the 13F portfolio, value $1,427,109.

    13F-HR 0001172661-25-003118 filed by Wrenne Financial Planning 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 52,170 shares
    Change vs previous 13F +3,107 shares

    0.6% of the 13F portfolio, value $1,122,192.

    13F-HR 0001172661-25-001738 filed by Wrenne Financial Planning 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 49,063 shares
    Change vs previous 13F +7,475 shares

    0.59% of the 13F portfolio, value $1,033,266.

    13F-HR 0001172661-25-000629 filed by Wrenne Financial Planning 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 41,588 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $963,593.

    13F-HR 0001172661-24-004540 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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