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Disclosery

Annapolis Financial Services, LLC: SCHX position timeline

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

Annapolis Financial Services, LLC held 0 SCHX shares at 2024-03-31 per its 13F-HR filed 2024-04-17.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -12,178 shares

    13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, 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.

  2. period ended2023-12-31
    13F 12,178 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $686,840.

    13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 12,178 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $616,207.

    13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 12,178 shares
    Change vs previous 13F -1,071 shares

    0.18% of the 13F portfolio, value $637,762.

    13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 13,249 shares
    Change vs previous 13F +1,071 shares

    0.19% of the 13F portfolio, value $640,866.

    13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 12,178 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $549,837.

    13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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