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Creekside Partners: SCHX position timeline

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

Creekside Partners held 168,291 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,291 shares
    Change vs previous 13F +326 shares

    1.79% of the 13F portfolio, value $4,952,803.

    13F-HR 0002035951-26-000003 filed by Creekside Partners
    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 167,965 shares
    Change vs previous 13F -2,406 shares

    1.77% of the 13F portfolio, value $4,306,611.

    13F-HR 0002035951-26-000002 filed by Creekside Partners
    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 170,371 shares
    Change vs previous 13F -14,887 shares

    1.94% of the 13F portfolio, value $4,584,679.

    13F-HR 0002035951-26-000001 filed by Creekside Partners
    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 185,258 shares
    Change vs previous 13F +277 shares

    2.15% of the 13F portfolio, value $4,879,697.

    13F-HR 0002035951-25-000006 filed by Creekside Partners
    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 184,981 shares
    Change vs previous 13F -101 shares

    2.15% of the 13F portfolio, value $4,520,940.

    13F-HR 0002035951-25-000004 filed by Creekside Partners
    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 185,082 shares
    Change vs previous 13F -13,998 shares

    2.14% of the 13F portfolio, value $4,086,613.

    13F-HR 0002035951-25-000003 filed by Creekside Partners
    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 199,080 shares
    Change vs previous 13F +133,888 shares

    2.39% of the 13F portfolio, value $4,614,683.

    13F-HR 0002035951-25-000001 filed by Creekside Partners
    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 65,192 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $4,423,305.

    13F-HR 0002035951-24-000003 filed by Creekside Partners
    Filed (acceptance time not in the bulk data set), ingested

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