Skip to content
Disclosery

Downshift Financial, LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Downshift Financial, LLC on SCHF, newest first. How the timeline and the estimate are built.

Downshift Financial, LLC held 804,823 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 804,823 shares
    Change vs previous 13F +61,620 shares

    10.12% of the 13F portfolio, value $22,293,592.

    13F-HR 0002118380-26-000003 filed by Downshift Financial, 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 743,203 shares
    Change vs previous 13F +69,874 shares

    10.05% of the 13F portfolio, value $19,416,178.

    13F-HR 0002118380-26-000002 filed by Downshift Financial, 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 673,329 shares
    Change vs previous 13F not available

    10.54% of the 13F portfolio, value $17,092,450.

    13F-HR 0002118380-26-000001 filed by Downshift Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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