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Accredited Investors Inc.: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accredited Investors Inc. on SCHX, newest first. How the timeline and the estimate are built.

Accredited Investors Inc. held 16,042 SCHX 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 16,042 shares
    Change vs previous 13F +5,472 shares

    0.02% of the 13F portfolio, value $472,127.

    13F-HR 0001518364-26-000004 filed by Accredited Investors 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 10,570 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $271,021.

    13F-HR 0001518364-26-000003 filed by Accredited Investors 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 10,563 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $284,263.

    13F-HR 0001518364-26-000002 filed by Accredited Investors 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 10,557 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $278,060.

    13F-HR 0001518364-25-000009 filed by Accredited Investors 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 10,550 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $257,845.

    13F-HR 0001518364-25-000005 filed by Accredited Investors 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 10,543 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $232,797.

    13F-HR 0001518364-25-000004 filed by Accredited Investors 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 10,536 shares
    Change vs previous 13F +7,026 shares

    0.01% of the 13F portfolio, value $244,231.

    13F-HR 0001518364-25-000003 filed by Accredited Investors 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/A 3,510 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $238,138.

    13F-HR/A 0001518364-24-000008 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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