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Global Wealth Strategies & Associates: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Global Wealth Strategies & Associates on SCHX, newest first. How the timeline and the estimate are built.

Global Wealth Strategies & Associates held 15,214 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,214 shares
    Change vs previous 13F +10 shares

    0.08% of the 13F portfolio, value $456,425.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,204 shares
    Change vs previous 13F +11 shares

    0.08% of the 13F portfolio, value $447,440.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    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 15,193 shares
    Change vs previous 13F -94 shares

    0.1% of the 13F portfolio, value $389,557.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    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 15,287 shares
    Change vs previous 13F -132 shares

    0.1% of the 13F portfolio, value $411,374.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    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 15,419 shares
    Change vs previous 13F +4,970 shares

    0.1% of the 13F portfolio, value $406,148.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    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 10,449 shares
    Change vs previous 13F -109 shares

    0.07% of the 13F portfolio, value $255,374.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,558 shares
    Change vs previous 13F +109 shares

    0.07% of the 13F portfolio, value $233,121.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,449 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $242,208.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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