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Granite Bay Wealth Management, LLC: SCHX position timeline

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

Granite Bay Wealth Management, LLC held 13,323 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,323 shares
    Change vs previous 13F -1,247 shares

    0.04% of the 13F portfolio, value $392,000.

    13F-HR 0001911472-26-000003 filed by Granite Bay Wealth 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 14,570 shares
    Change vs previous 13F -520 shares

    0.08% of the 13F portfolio, value $368,457.

    13F-HR 0001911472-26-000002 filed by Granite Bay Wealth 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 15,090 shares
    Change vs previous 13F -3,445 shares

    0.1% of the 13F portfolio, value $406,082.

    13F-HR 0001911472-26-000001 filed by Granite Bay Wealth 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 18,535 shares
    Change vs previous 13F -12,255 shares

    0.13% of the 13F portfolio, value $488,220.

    13F-HR 0001911472-25-000005 filed by Granite Bay Wealth 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 30,790 shares
    Change vs previous 13F -12,811 shares

    0.24% of the 13F portfolio, value $752,000.

    13F-HR 0001911472-25-000004 filed by Granite Bay Wealth 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 43,601 shares
    Change vs previous 13F -6,055 shares

    0.33% of the 13F portfolio, value $963,000.

    13F-HR 0001911472-25-000003 filed by Granite Bay Wealth 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 49,656 shares
    Change vs previous 13F +49,656 shares

    0.43% of the 13F portfolio, value $1,151,000.

    13F-HR 0001911472-25-000001 filed by Granite Bay Wealth 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001911472-24-000004 filed by Granite Bay Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.