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Disclosery

Farnam Financial LLC: SCHX position timeline

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

Farnam Financial LLC held 305,288 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 305,288 shares
    Change vs previous 13F -59,604 shares

    6.55% of the 13F portfolio, value $8,984,616.

    13F-HR 0001754960-26-000606 filed by Farnam 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 364,892 shares
    Change vs previous 13F -52,647 shares

    7.7% of the 13F portfolio, value $9,355,838.

    13F-HR 0001754960-26-000340 filed by Farnam 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 417,539 shares
    Change vs previous 13F -102,888 shares

    8.46% of the 13F portfolio, value $11,235,986.

    13F-HR 0001754960-26-000113 filed by Farnam Financial 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 520,427 shares
    Change vs previous 13F -52,675 shares

    10.65% of the 13F portfolio, value $13,708,054.

    13F-HR 0001754960-25-000706 filed by Farnam Financial 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 573,102 shares
    Change vs previous 13F -38,594 shares

    12.59% of the 13F portfolio, value $14,006,607.

    13F-HR 0001754960-25-000584 filed by Farnam Financial 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 611,696 shares
    Change vs previous 13F +10,043 shares

    13.71% of the 13F portfolio, value $13,506,258.

    13F-HR 0001754960-25-000585 filed by Farnam Financial 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 601,653 shares
    Change vs previous 13F +399,378 shares

    14.58% of the 13F portfolio, value $13,946,316.

    13F-HR 0001754960-25-000586 filed by Farnam Financial 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 202,275 shares
    Change vs previous 13F not available

    15.07% of the 13F portfolio, value $13,724,375.

    13F-HR 0001754960-25-000587 filed by Farnam Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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