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Disclosery

Crescent Sterling, Ltd.: SCHX position timeline

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

Crescent Sterling, Ltd. held 25,601 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,601 shares
    Change vs previous 13F +15,241 shares

    0.67% of the 13F portfolio, value $753,437.

    13F-HR 0001754960-26-000398 filed by Crescent Sterling, Ltd.
    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 10,360 shares
    Change vs previous 13F +350 shares

    0.26% of the 13F portfolio, value $265,630.

    13F-HR 0001754960-26-000201 filed by Crescent Sterling, Ltd.
    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 10,010 shares
    Change vs previous 13F +90 shares

    0.28% of the 13F portfolio, value $269,369.

    13F-HR 0001754960-26-000008 filed by Crescent Sterling, Ltd.
    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 9,920 shares
    Change vs previous 13F +850 shares

    0.27% of the 13F portfolio, value $261,293.

    13F-HR 0001754960-25-000669 filed by Crescent Sterling, Ltd.
    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 9,070 shares
    Change vs previous 13F +9,070 shares

    0.25% of the 13F portfolio, value $221,671.

    13F-HR 0001754960-25-000527 filed by Crescent Sterling, Ltd.
    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 0 shares
    Change vs previous 13F -8,920 shares

    13F-HR 0001754960-25-000192 filed by Crescent Sterling, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 8,920 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $206,766.

    13F-HR 0001754960-25-000005 filed by Crescent Sterling, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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