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Disclosery

Burk Holdings LLC: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Burk Holdings LLC on SCHO, newest first. How the timeline and the estimate are built.

Burk Holdings LLC held 109,142 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,142 shares
    Change vs previous 13F +23,144 shares

    0.97% of the 13F portfolio, value $2,634,677.

    13F-HR 0002079815-26-000003 filed by Burk Holdings 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 85,998 shares
    Change vs previous 13F +14,113 shares

    0.89% of the 13F portfolio, value $2,087,173.

    13F-HR 0002079815-26-000002 filed by Burk Holdings 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 71,885 shares
    Change vs previous 13F +19,984 shares

    0.84% of the 13F portfolio, value $1,751,835.

    13F-HR 0002079815-26-000001 filed by Burk Holdings 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 51,901 shares
    Change vs previous 13F +13,611 shares

    0.68% of the 13F portfolio, value $1,266,387.

    13F-HR 0002079815-25-000004 filed by Burk Holdings 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 38,290 shares
    Change vs previous 13F +28,509 shares

    0.58% of the 13F portfolio, value $933,521.

    13F-HR 0002079815-25-000001 filed by Burk Holdings 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 9,781 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $238,070.

    13F-HR 0002079815-25-000002 filed by Burk Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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