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Crusonia Wealth Advisors LLC: SCHX position timeline

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

Crusonia Wealth Advisors LLC held 132,272 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,272 shares
    Change vs previous 13F -3,367 shares

    0.64% of the 13F portfolio, value $3,892,778.

    13F-HR 0001172661-26-002951 filed by Crusonia Wealth 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 135,639 shares
    Change vs previous 13F +1,651 shares

    0.72% of the 13F portfolio, value $3,477,772.

    13F-HR 0001172661-26-001703 filed by Crusonia Wealth 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 133,988 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,605,617.

    13F-HR 0001172661-26-001301 filed by Crusonia Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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