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Cottage Street Advisors LLC: SCHX position timeline

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

Cottage Street Advisors LLC held 8,938 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,938 shares
    Change vs previous 13F -348 shares

    0.1% of the 13F portfolio, value $263,049.

    13F-HR 0001754960-26-000564 filed by Cottage Street Advisors 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 9,286 shares
    Change vs previous 13F +25 shares

    0.1% of the 13F portfolio, value $238,113.

    13F-HR 0001754960-26-000278 filed by Cottage Street Advisors 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 9,261 shares
    Change vs previous 13F +27 shares

    0.11% of the 13F portfolio, value $249,206.

    13F-HR 0001754960-26-000117 filed by Cottage Street Advisors 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 9,234 shares
    Change vs previous 13F +64 shares

    0.1% of the 13F portfolio, value $243,224.

    13F-HR 0001754960-25-000779 filed by Cottage Street Advisors 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 9,170 shares
    Change vs previous 13F +20 shares

    0.12% of the 13F portfolio, value $224,122.

    13F-HR 0001754960-25-000521 filed by Cottage Street Advisors 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 9,150 shares
    Change vs previous 13F +27 shares

    0.1% of the 13F portfolio, value $202,035.

    13F-HR 0001754960-25-000231 filed by Cottage Street Advisors 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 9,123 shares
    Change vs previous 13F +6,092 shares

    0.11% of the 13F portfolio, value $211,471.

    13F-HR 0001754960-25-000134 filed by Cottage Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,031 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $205,649.

    13F-HR 0001754960-24-000561 filed by Cottage Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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