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Antonelli Financial Advisors, LLC: SCHQ position timeline

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

Antonelli Financial Advisors, LLC held 9,708 SCHQ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,708 shares
    Change vs previous 13F -17,593 shares

    0.2% of the 13F portfolio, value $276,000.

    13F-HR 0002055364-26-000008 filed by Antonelli Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,301 shares
    Change vs previous 13F -5,000 shares

    0.59% of the 13F portfolio, value $855,000.

    13F-HR 0002055364-26-000006 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 32,301 shares
    Change vs previous 13F +2,346 shares

    0.7% of the 13F portfolio, value $1,015,000.

    13F-HR 0002055364-26-000004 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 29,955 shares
    Change vs previous 13F -471 shares

    0.62% of the 13F portfolio, value $950,000.

    13F-HR 0002055364-26-000002 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 30,426 shares
    Change vs previous 13F -8,237 shares

    0.67% of the 13F portfolio, value $983,065.

    13F-HR 0002055364-25-000004 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 38,663 shares
    Change vs previous 13F +2,236 shares

    0.89% of the 13F portfolio, value $1,232,964.

    13F-HR 0001667731-25-000938 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 36,427 shares
    Change vs previous 13F -3,629 shares

    0.96% of the 13F portfolio, value $1,193,350.

    13F-HR 0001667731-25-000484 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 40,056 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,258,962.

    13F-HR 0001667731-25-000237 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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