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Disclosery

Burk Holdings LLC: SCHX position timeline

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

Burk Holdings LLC held 62,328 SCHX 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 62,328 shares
    Change vs previous 13F -2,231 shares

    0.68% of the 13F portfolio, value $1,834,313.

    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 64,559 shares
    Change vs previous 13F +745 shares

    0.71% of the 13F portfolio, value $1,655,293.

    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 63,814 shares
    Change vs previous 13F -668 shares

    0.82% of the 13F portfolio, value $1,717,235.

    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 64,482 shares
    Change vs previous 13F -532 shares

    0.91% of the 13F portfolio, value $1,698,456.

    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 65,014 shares
    Change vs previous 13F -1,091 shares

    1% of the 13F portfolio, value $1,588,942.

    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 66,105 shares
    Change vs previous 13F +17 shares

    1.1% of the 13F portfolio, value $1,459,598.

    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).

  7. period ended2024-12-31
    13F 66,088 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,531,920.

    13F-HR 0002079815-25-000003 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).