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Disclosery

BURKETT FINANCIAL SERVICES, LLC: SCHF position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 46,385 SCHF 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 46,385 shares
    Change vs previous 13F -13,011 shares

    0.38% of the 13F portfolio, value $1,274,216.

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

  2. period ended2026-06-30
    13F 59,396 shares
    Change vs previous 13F -7,062 shares

    0.51% of the 13F portfolio, value $1,645,291.

    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 66,458 shares
    Change vs previous 13F -9,010 shares

    0.56% of the 13F portfolio, value $1,644,838.

    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 75,468 shares
    Change vs previous 13F -5,981 shares

    0.62% of the 13F portfolio, value $1,814,253.

    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 81,449 shares
    Change vs previous 13F -5,535 shares

    0.65% of the 13F portfolio, value $1,896,144.

    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 86,984 shares
    Change vs previous 13F -10,976 shares

    0.69% of the 13F portfolio, value $1,922,353.

    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 97,960 shares
    Change vs previous 13F -9,352 shares

    0.79% of the 13F portfolio, value $1,937,645.

    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 107,312 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,985,266.

    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).