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ATTICUS WEALTH MANAGEMENT, LLC: SCHX position timeline

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

ATTICUS WEALTH MANAGEMENT, LLC held 18,677 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,677 shares
    Change vs previous 13F +2,651 shares

    0.13% of the 13F portfolio, value $549,657.

    13F-HR 0001800234-26-000003 filed by ATTICUS WEALTH MANAGEMENT, 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 16,026 shares
    Change vs previous 13F +5,409 shares

    0.11% of the 13F portfolio, value $410,901.

    13F-HR 0001800234-26-000002 filed by ATTICUS WEALTH MANAGEMENT, 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 10,617 shares
    Change vs previous 13F +10,617 shares

    0.07% of the 13F portfolio, value $285,691.

    13F-HR 0001800234-26-000001 filed by ATTICUS WEALTH MANAGEMENT, 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 0 shares
    Change vs previous 13F -6,608 shares

    13F-HR 0001800234-25-000004 filed by ATTICUS WEALTH MANAGEMENT, 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.

  5. period ended2025-06-30
    13F 6,608 shares
    Change vs previous 13F +1,065 shares

    0.04% of the 13F portfolio, value $161,497.

    13F-HR 0001085146-25-003716 filed by ATTICUS WEALTH MANAGEMENT, 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 5,543 shares
    Change vs previous 13F +158 shares

    0.04% of the 13F portfolio, value $122,399.

    13F-HR 0001085146-25-002231 filed by ATTICUS WEALTH MANAGEMENT, LLC
    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 5,385 shares
    Change vs previous 13F +3,692 shares

    0.04% of the 13F portfolio, value $124,835.

    13F-HR 0001085146-25-000396 filed by ATTICUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,693 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $114,890.

    13F-HR 0001085146-24-004854 filed by ATTICUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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