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Burton Enright Welch: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Burton Enright Welch on SCHF, newest first. How the timeline and the estimate are built.

Burton Enright Welch held 11,504 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,504 shares
    Change vs previous 13F -8 shares

    0.04% of the 13F portfolio, value $318,655.

    13F-HR 0002105919-26-000020 filed by Burton Enright Welch
    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 11,512 shares
    Change vs previous 13F -631 shares

    0.04% of the 13F portfolio, value $284,917.

    13F-HR 0002105919-26-000019 filed by Burton Enright Welch
    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 12,143 shares
    Change vs previous 13F -2,313 shares

    0.04% of the 13F portfolio, value $291,913.

    13F-HR 0002105919-26-000002 filed by Burton Enright Welch
    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 14,456 shares
    Change vs previous 13F -1,000 shares

    0.05% of the 13F portfolio, value $336,533.

    13F-HR 0002105919-26-000018 filed by Burton Enright Welch
    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 15,456 shares
    Change vs previous 13F +1,396 shares

    0.06% of the 13F portfolio, value $341,575.

    13F-HR 0002105919-26-000017 filed by Burton Enright Welch
    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 14,060 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $278,105.

    13F-HR 0002105919-26-000016 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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