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COLLECTIVE FAMILY OFFICE LLC: SCHX position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 10,896 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,896 shares
    Change vs previous 13F +1,471 shares

    0.07% of the 13F portfolio, value $326,880.

    13F-HR 0001845066-26-000006 filed by COLLECTIVE FAMILY OFFICE LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,425 shares
    Change vs previous 13F -165 shares

    0.06% of the 13F portfolio, value $277,378.

    13F-HR 0001845066-26-000004 filed by COLLECTIVE FAMILY OFFICE 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 9,590 shares
    Change vs previous 13F -300 shares

    0.06% of the 13F portfolio, value $245,888.

    13F-HR 0001845066-26-000003 filed by COLLECTIVE FAMILY OFFICE 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 9,890 shares
    Change vs previous 13F -345 shares

    0.06% of the 13F portfolio, value $266,140.

    13F-HR 0001845066-26-000001 filed by COLLECTIVE FAMILY OFFICE 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 10,235 shares
    Change vs previous 13F -425 shares

    0.06% of the 13F portfolio, value $269,590.

    13F-HR 0001845066-25-000009 filed by COLLECTIVE FAMILY OFFICE 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 10,660 shares
    Change vs previous 13F -5,060 shares

    0.07% of the 13F portfolio, value $260,530.

    13F-HR 0001845066-25-000007 filed by COLLECTIVE FAMILY OFFICE 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 15,720 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $347,098.

    13F-HR 0001845066-25-000005 filed by COLLECTIVE FAMILY OFFICE 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 15,720 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $364,390.

    13F-HR 0001845066-25-000002 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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