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Disclosery

AMARA FINANCIAL, LLC.: SCHX position timeline

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

AMARA FINANCIAL, LLC. held 8,495 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,495 shares
    Change vs previous 13F +21 shares

    0.15% of the 13F portfolio, value $249,998.

    13F-HR 0001934965-26-000004 filed by AMARA FINANCIAL, 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 8,474 shares
    Change vs previous 13F +23 shares

    0.15% of the 13F portfolio, value $217,267.

    13F-HR 0001934965-26-000002 filed by AMARA FINANCIAL, 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 8,451 shares
    Change vs previous 13F +26 shares

    0.16% of the 13F portfolio, value $227,404.

    13F-HR 0001934965-26-000001 filed by AMARA FINANCIAL, 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 8,425 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $221,922.

    13F-HR 0001934965-25-000002 filed by AMARA FINANCIAL, 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 8,424 shares
    Change vs previous 13F +8,424 shares

    0.18% of the 13F portfolio, value $205,880.

    13F-HR 0001085146-25-004793 filed by AMARA FINANCIAL, 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 0 shares
    Change vs previous 13F -8,857 shares

    13F-HR 0001085146-25-002343 filed by AMARA FINANCIAL, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 8,857 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $205,309.

    13F-HR 0001085146-25-000844 filed by AMARA FINANCIAL, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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