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BRIGHT FINANCIAL ADVISORS, INC.: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRIGHT FINANCIAL ADVISORS, INC. on SCHX, newest first. How the timeline and the estimate are built.

BRIGHT FINANCIAL ADVISORS, INC. held 0 SCHX shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -16,292 shares

    13F-HR 0001172661-25-004669 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 ended2025-06-30
    13F 16,292 shares
    Change vs previous 13F +48 shares

    0.22% of the 13F portfolio, value $398,167.

    13F-HR 0001172661-25-002611 filed by BRIGHT FINANCIAL 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 ended2025-03-31
    13F 16,244 shares
    Change vs previous 13F +50 shares

    0.22% of the 13F portfolio, value $358,658.

    13F-HR 0001172661-25-001723 filed by BRIGHT FINANCIAL 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 ended2024-12-31
    13F 16,194 shares
    Change vs previous 13F +10,814 shares

    0.24% of the 13F portfolio, value $375,371.

    13F-HR 0001172661-25-000377 filed by BRIGHT FINANCIAL 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 ended2024-09-30
    13F 5,380 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $365,063.

    13F-HR 0001172661-24-004216 filed by BRIGHT FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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