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Disclosery

Downshift Financial, LLC: SCHX position timeline

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

Downshift Financial, LLC held 555,541 SCHX 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 555,541 shares
    Change vs previous 13F -104,961 shares

    7.42% of the 13F portfolio, value $16,349,577.

    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 660,502 shares
    Change vs previous 13F -89,544 shares

    9.56% of the 13F portfolio, value $18,466,500.

    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 750,046 shares
    Change vs previous 13F not available

    12.33% of the 13F portfolio, value $19,993,071.

    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).