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Fort Vancouver Investment Management, LLC: SCHX position timeline

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

Fort Vancouver Investment Management, LLC held 144,354 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,354 shares
    Change vs previous 13F -9,456 shares

    1.98% of the 13F portfolio, value $4,248,339.

    13F-HR 0002032698-26-000003 filed by Fort Vancouver Investment 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 153,810 shares
    Change vs previous 13F -9,525 shares

    2% of the 13F portfolio, value $3,943,689.

    13F-HR 0002032698-26-000002 filed by Fort Vancouver Investment 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 163,335 shares
    Change vs previous 13F -1,634 shares

    2.35% of the 13F portfolio, value $4,395,345.

    13F-HR 0002032698-26-000001 filed by Fort Vancouver Investment 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 164,969 shares
    Change vs previous 13F -3,370 shares

    2.41% of the 13F portfolio, value $4,345,284.

    13F-HR 0002032698-25-000006 filed by Fort Vancouver Investment 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 168,339 shares
    Change vs previous 13F +15,861 shares

    2.81% of the 13F portfolio, value $4,114,206.

    13F-HR 0002032698-25-000004 filed by Fort Vancouver Investment 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 152,478 shares
    Change vs previous 13F -10,514 shares

    2.58% of the 13F portfolio, value $3,366,715.

    13F-HR 0002032698-25-000003 filed by Fort Vancouver Investment 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 162,992 shares
    Change vs previous 13F +108,367 shares

    3.21% of the 13F portfolio, value $3,778,155.

    13F-HR 0002032698-25-000002 filed by Fort Vancouver Investment 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 54,625 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $3,706,307.

    13F-HR 0002032698-24-000002 filed by Fort Vancouver Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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