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Disclosery

Embree Financial Group: SCHC position timeline

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

Embree Financial Group held 24,312 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,312 shares
    Change vs previous 13F -1,646 shares

    0.12% of the 13F portfolio, value $1,169,913.

    13F-HR 0002085853-26-000741 filed by Embree Financial Group
    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 25,958 shares
    Change vs previous 13F -8,878 shares

    0.14% of the 13F portfolio, value $1,213,297.

    13F-HR 0002085853-26-000476 filed by Embree Financial Group
    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 34,836 shares
    Change vs previous 13F -5,743 shares

    0.2% of the 13F portfolio, value $1,586,085.

    13F-HR 0002085853-26-000033 filed by Embree Financial Group
    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 40,579 shares
    Change vs previous 13F -8,126 shares

    0.25% of the 13F portfolio, value $1,846,766.

    13F-HR 0002085853-25-000037 filed by Embree Financial Group
    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 48,705 shares
    Change vs previous 13F -9,112 shares

    0.31% of the 13F portfolio, value $2,074,352.

    13F-HR 0001667731-25-000842 filed by Embree Financial Group
    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 57,817 shares
    Change vs previous 13F -20,314 shares

    0.35% of the 13F portfolio, value $2,074,472.

    13F-HR 0001667731-25-000496 filed by Embree Financial Group
    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 78,131 shares
    Change vs previous 13F -21,897 shares

    0.46% of the 13F portfolio, value $2,682,236.

    13F-HR 0001667731-25-000074 filed by Embree Financial Group
    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 100,028 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,854,086.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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