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Ariadne Wealth Management, LP: SCHX position timeline

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

Ariadne Wealth Management, LP held 49,482 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,482 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,456,255.

    13F-HR 0002034793-26-000003 filed by Ariadne Wealth Management, LP
    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 49,482 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,268,718.

    13F-HR 0002034793-26-000002 filed by Ariadne Wealth Management, LP
    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 49,482 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,328,592.

    13F-HR 0002034793-26-000001 filed by Ariadne Wealth Management, LP
    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 49,482 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,313,252.

    13F-HR 0002034793-25-000011 filed by Ariadne Wealth Management, LP
    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 49,482 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $1,263,770.

    13F-HR 0002034793-25-000005 filed by Ariadne Wealth Management, LP
    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 49,482 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,104,933.

    13F-HR 0002034793-25-000002 filed by Ariadne Wealth Management, LP
    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 49,482 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,187,568.

    13F-HR 0002034793-25-000001 filed by Ariadne Wealth Management, LP
    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 49,482 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,166,291.

    13F-HR 0002034793-24-000003 filed by Ariadne Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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