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Ascension Capital Advisors, Inc.: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascension Capital Advisors, Inc. on SCHX, newest first. How the timeline and the estimate are built.

Ascension Capital Advisors, Inc. held 1,562,090 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,562,090 shares
    Change vs previous 13F -7,613 shares

    12.91% of the 13F portfolio, value $45,972,310.

    13F-HR 0001689227-26-000004 filed by Ascension Capital Advisors, Inc.
    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 1,569,703 shares
    Change vs previous 13F +336,695 shares

    12.67% of the 13F portfolio, value $40,247,186.

    13F-HR 0001689227-26-000003 filed by Ascension Capital Advisors, Inc.
    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 1,233,008 shares
    Change vs previous 13F +87,454 shares

    11.38% of the 13F portfolio, value $33,180,247.

    13F-HR 0001689227-26-000001 filed by Ascension Capital Advisors, Inc.
    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 1,145,554 shares
    Change vs previous 13F -6,252 shares

    11.74% of the 13F portfolio, value $30,173,894.

    13F-HR 0001689227-25-000003 filed by Ascension Capital Advisors, Inc.
    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 1,151,806 shares
    Change vs previous 13F -3,601 shares

    11.76% of the 13F portfolio, value $28,150,140.

    13F-HR 0001085146-25-004678 filed by Ascension Capital Advisors, Inc.
    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 1,155,407 shares
    Change vs previous 13F -5,811 shares

    11.65% of the 13F portfolio, value $25,511,388.

    13F-HR 0001085146-25-002618 filed by Ascension Capital Advisors, Inc.
    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 1,161,218 shares
    Change vs previous 13F +780,652 shares

    11.73% of the 13F portfolio, value $26,917,034.

    13F-HR 0001085146-25-000781 filed by Ascension Capital Advisors, Inc.
    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 380,566 shares
    Change vs previous 13F not available

    12.05% of the 13F portfolio, value $25,821,406.

    13F-HR 0001085146-24-005265 filed by Ascension Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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