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Emergent Wealth Advisors, LLC: SCHX position timeline

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

Emergent Wealth Advisors, LLC held 68,442 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 68,442 shares
    Change vs previous 13F -17 shares

    1.07% of the 13F portfolio, value $2,053,260.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 68,459 shares
    Change vs previous 13F +1,298 shares

    1.04% of the 13F portfolio, value $2,005,162.

    13F-HR 0001754960-26-000491 filed by Emergent 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 ended2026-03-31
    13F 67,161 shares
    Change vs previous 13F +1,073 shares

    1.02% of the 13F portfolio, value $1,721,998.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 66,088 shares
    Change vs previous 13F +86 shares

    1% of the 13F portfolio, value $1,778,420.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 66,002 shares
    Change vs previous 13F -216 shares

    1.01% of the 13F portfolio, value $1,738,483.

    13F-HR 0001754960-25-000736 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 66,218 shares
    Change vs previous 13F -2,622 shares

    1.03% of the 13F portfolio, value $1,618,317.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 68,840 shares
    Change vs previous 13F -3,127 shares

    1.1% of the 13F portfolio, value $1,519,990.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 71,967 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,668,203.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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