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Everstar Asset Management, LLC: SCHX position timeline

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

Everstar Asset Management, LLC held 42,364 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,364 shares
    Change vs previous 13F -1,587 shares

    0.6% of the 13F portfolio, value $1,246,760.

    13F-HR 0001420506-26-001378 filed by Everstar Asset Management, 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 43,951 shares
    Change vs previous 13F -114 shares

    0.6% of the 13F portfolio, value $1,126,901.

    13F-HR 0001420506-26-000683 filed by Everstar Asset Management, 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 44,065 shares
    Change vs previous 13F +3 shares

    0.64% of the 13F portfolio, value $1,185,787.

    13F-HR 0001420506-26-000172 filed by Everstar Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 44,062 shares
    Change vs previous 13F -2,931 shares

    0.66% of the 13F portfolio, value $1,160,589.

    13F-HR 0001420506-25-003054 filed by Everstar Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 46,993 shares
    Change vs previous 13F -12,953 shares

    0.7% of the 13F portfolio, value $1,148,509.

    13F-HR 0001420506-25-001911 filed by Everstar Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 59,946 shares
    Change vs previous 13F -6,115 shares

    0.88% of the 13F portfolio, value $1,323,608.

    13F-HR/A 0001420506-25-001784 filed by Everstar Asset Management, LLC
    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 66,061 shares
    Change vs previous 13F +43,771 shares

    1.08% of the 13F portfolio, value $1,531,294.

    13F-HR 0001420506-25-000309 filed by Everstar Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 22,290 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,512,377.

    13F-HR 0001420506-24-002288 filed by Everstar Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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