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Disclosery

BURKETT FINANCIAL SERVICES, LLC: SCHA position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 19,361 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,361 shares
    Change vs previous 13F -793 shares

    0.19% of the 13F portfolio, value $631,762.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,154 shares
    Change vs previous 13F -657 shares

    0.23% of the 13F portfolio, value $728,178.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL 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 ended2026-03-31
    13F 20,811 shares
    Change vs previous 13F -1,282 shares

    0.21% of the 13F portfolio, value $605,194.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL 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 ended2025-12-31
    13F 22,093 shares
    Change vs previous 13F -1,711 shares

    0.21% of the 13F portfolio, value $629,216.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL 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 ended2025-09-30
    13F 23,804 shares
    Change vs previous 13F -1,253 shares

    0.23% of the 13F portfolio, value $664,145.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 25,057 shares
    Change vs previous 13F -946 shares

    0.23% of the 13F portfolio, value $633,941.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 26,003 shares
    Change vs previous 13F -1,162 shares

    0.25% of the 13F portfolio, value $609,248.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 27,165 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $702,485.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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