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FIDELIS CAPITAL PARTNERS, LLC: SCHX position timeline

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

FIDELIS CAPITAL PARTNERS, LLC held 76,690 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,690 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,256,987.

    13F-HR 0001962755-26-000003 filed by FIDELIS CAPITAL PARTNERS, 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 76,690 shares
    Change vs previous 13F +17,746 shares

    0.14% of the 13F portfolio, value $1,966,332.

    13F-HR 0001962755-26-000002 filed by FIDELIS CAPITAL PARTNERS, 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 58,944 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,586,183.

    13F-HR 0001962755-26-000001 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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