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Disclosery

IRON Financial LLC: SCHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IRON Financial LLC on SCHY, newest first. How the timeline and the estimate are built.

IRON Financial LLC held 317,888 SCHY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 317,888 shares
    Change vs previous 13F +7,560 shares

    4.16% of the 13F portfolio, value $10,086,595.

    13F-HR 0001595509-26-000005 filed by IRON Financial 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 310,328 shares
    Change vs previous 13F +24,952 shares

    4.29% of the 13F portfolio, value $9,824,984.

    13F-HR 0001595509-26-000003 filed by IRON Financial 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 285,376 shares
    Change vs previous 13F +4,187 shares

    3.91% of the 13F portfolio, value $8,509,910.

    13F-HR 0001595509-26-000001 filed by IRON Financial 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 281,189 shares
    Change vs previous 13F +34,919 shares

    3.76% of the 13F portfolio, value $7,856,433.

    13F-HR 0001595509-25-000008 filed by IRON Financial 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 246,270 shares
    Change vs previous 13F +7,360 shares

    3.57% of the 13F portfolio, value $6,735,477.

    13F-HR 0001595509-25-000006 filed by IRON Financial 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 238,910 shares
    Change vs previous 13F +27,193 shares

    3.4% of the 13F portfolio, value $6,063,535.

    13F-HR 0001595509-25-000004 filed by IRON Financial 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 211,717 shares
    Change vs previous 13F +38,196 shares

    2.75% of the 13F portfolio, value $4,894,888.

    13F-HR 0001595509-25-000003 filed by IRON Financial 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 173,521 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $4,541,036.

    13F-HR 0001595509-24-000006 filed by IRON Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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