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Disclosery

Family Legacy Financial Solutions, LLC: SCHX position timeline

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

Family Legacy Financial Solutions, LLC held 784,296 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 784,296 shares
    Change vs previous 13F +24,650 shares

    13.62% of the 13F portfolio, value $23,528,888.

    13F-HR 0002076068-26-000004 filed by Family Legacy Financial Solutions, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 759,646 shares
    Change vs previous 13F +34,249 shares

    13.63% of the 13F portfolio, value $22,356,368.

    13F-HR 0002076068-26-000003 filed by Family Legacy Financial Solutions, 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 725,397 shares
    Change vs previous 13F +9,282 shares

    15.18% of the 13F portfolio, value $18,744,270.

    13F-HR 0002076068-26-000002 filed by Family Legacy Financial Solutions, 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 716,115 shares
    Change vs previous 13F +235,502 shares

    14.86% of the 13F portfolio, value $19,271,000.

    13F-HR 0002076068-26-000001 filed by Family Legacy Financial Solutions, 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 480,613 shares
    Change vs previous 13F +61,268 shares

    9.69% of the 13F portfolio, value $12,659,340.

    13F-HR 0002076068-25-000002 filed by Family Legacy Financial Solutions, 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 419,345 shares
    Change vs previous 13F not available

    8.69% of the 13F portfolio, value $10,248,812.

    13F-HR 0002076068-25-000001 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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