HART & PATTERSON FINANCIAL GROUP LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HART & PATTERSON FINANCIAL GROUP LLC on SCHX, newest first. How the timeline and the estimate are built.

HART & PATTERSON FINANCIAL GROUP LLC held 635,073 SCHX shares at 2024-12-31 per its 13F-HR filed 2025-01-14.

the latest 13F is the newest step

period ended2024-12-31
13F 635,073 shares
Change vs previous 13F +413,779 shares
7.15% of the 13F portfolio, value $14,720,992.
13F-HR 0001754960-25-000014 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 221,294 shares
Change vs previous 13F -8,358 shares
7.11% of the 13F portfolio, value $15,014,798.
13F-HR 0001754960-24-000487 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 229,652 shares
Change vs previous 13F -4,526 shares
7.31% of the 13F portfolio, value $14,755,141.
13F-HR 0001754960-24-000256 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 234,178 shares
Change vs previous 13F -230,312 shares
7.2% of the 13F portfolio, value $14,533,087.
13F-HR 0001754960-24-000143 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 464,490 shares
Change vs previous 13F not available
13.6% of the 13F portfolio, value $26,197,236.
13F-HR 0001754960-24-000104 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-03-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).