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Alley Investment Management Company, LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alley Investment Management Company, LLC on SCHX, newest first. How the timeline and the estimate are built.

Alley Investment Management Company, LLC held 45,341 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,341 shares
    Change vs previous 13F -131 shares

    0.16% of the 13F portfolio, value $1,334,386.

    13F-HR 0001917618-26-000003 filed by Alley Investment Management Company, 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 45,472 shares
    Change vs previous 13F -2,886 shares

    0.14% of the 13F portfolio, value $1,165,902.

    13F-HR 0001917618-26-000002 filed by Alley Investment Management Company, 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 48,358 shares
    Change vs previous 13F -2,667 shares

    0.15% of the 13F portfolio, value $1,301,314.

    13F-HR 0001917618-26-000001 filed by Alley Investment Management Company, 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 51,025 shares
    Change vs previous 13F -242 shares

    0.16% of the 13F portfolio, value $1,343,999.

    13F-HR 0001917618-25-000007 filed by Alley Investment Management Company, 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 51,267 shares
    Change vs previous 13F -3,947 shares

    0.15% of the 13F portfolio, value $1,252,965.

    13F-HR 0001917618-25-000003 filed by Alley Investment Management Company, 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 55,214 shares
    Change vs previous 13F -1,375 shares

    0.15% of the 13F portfolio, value $1,219,125.

    13F-HR 0001917618-25-000002 filed by Alley Investment Management Company, 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 56,589 shares
    Change vs previous 13F +37,479 shares

    0.17% of the 13F portfolio, value $1,311,733.

    13F-HR 0001917618-25-000001 filed by Alley Investment Management Company, 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 19,110 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,296,614.

    13F-HR 0001917618-24-000006 filed by Alley Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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