Skip to content
Disclosery

BREAKTHRU ADVISORY SERVICES, LLC: SCHX position timeline

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

BREAKTHRU ADVISORY SERVICES, LLC held 0 SCHX shares at 2026-03-31 per its 13F-HR filed 2026-04-16.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -45,378 shares

    13F-HR 0002055645-26-000002 filed by BREAKTHRU ADVISORY SERVICES, 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.

  2. period ended2025-12-31
    13F 45,378 shares
    Change vs previous 13F +58 shares

    0.78% of the 13F portfolio, value $1,221,122.

    13F-HR 0002055645-26-000001 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 45,320 shares
    Change vs previous 13F +34,103 shares

    0.79% of the 13F portfolio, value $1,193,729.

    13F-HR 0002055645-25-000007 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 11,217 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $247,671.

    13F-HR 0002055645-25-000006 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 11,217 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $247,671.

    13F-HR 0002055645-25-000003 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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