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BLUE SQUARE ASSET MANAGEMENT, LLC: SCHF position timeline

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

BLUE SQUARE ASSET MANAGEMENT, LLC held 347,499 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 347,499 shares
    Change vs previous 13F +7,026 shares

    3.9% of the 13F portfolio, value $9,625,722.

    13F-HR 0001769578-26-000007 filed by BLUE SQUARE ASSET 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 340,473 shares
    Change vs previous 13F +51,702 shares

    4% of the 13F portfolio, value $8,426,707.

    13F-HR 0001769578-26-000005 filed by BLUE SQUARE ASSET 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 288,771 shares
    Change vs previous 13F -74,712 shares

    3.08% of the 13F portfolio, value $6,942,055.

    13F-HR 0001769578-26-000002 filed by BLUE SQUARE ASSET 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 363,483 shares
    Change vs previous 13F +5,851 shares

    3.69% of the 13F portfolio, value $8,461,884.

    13F-HR 0001769578-25-000012 filed by BLUE SQUARE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 357,632 shares
    Change vs previous 13F -1,405 shares

    3.7% of the 13F portfolio, value $7,903,667.

    13F-HR 0001769578-25-000007 filed by BLUE SQUARE ASSET 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 359,037 shares
    Change vs previous 13F +10,318 shares

    3.82% of the 13F portfolio, value $7,101,752.

    13F-HR 0001769578-25-000004 filed by BLUE SQUARE ASSET 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 348,719 shares
    Change vs previous 13F +171,486 shares

    3.22% of the 13F portfolio, value $6,451,302.

    13F-HR 0001769578-25-000002 filed by BLUE SQUARE ASSET 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 177,233 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $7,287,821.

    13F-HR 0001769578-24-000007 filed by BLUE SQUARE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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