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GILPIN WEALTH MANAGEMENT, LLC: SCHX position timeline

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

GILPIN WEALTH MANAGEMENT, LLC held 13,675 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,675 shares
    Change vs previous 13F +6,786 shares

    0.28% of the 13F portfolio, value $410,250.

    13F-HR 0002058144-26-000008 filed by GILPIN WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,889 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $202,744.

    13F-HR 0002058144-26-000006 filed by GILPIN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).