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James J. Burns & Company, LLC: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of James J. Burns & Company, LLC on SCHC, newest first. How the timeline and the estimate are built.

James J. Burns & Company, LLC held 21,951 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,951 shares
    Change vs previous 13F -377 shares

    0.11% of the 13F portfolio, value $1,056,284.

    13F-HR 0002063364-26-000255 filed by James J. Burns & Company, 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 22,328 shares
    Change vs previous 13F -547 shares

    0.14% of the 13F portfolio, value $1,043,597.

    13F-HR 0002063364-26-000103 filed by James J. Burns & Company, 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 22,875 shares
    Change vs previous 13F +215 shares

    0.14% of the 13F portfolio, value $1,041,485.

    13F-HR 0002063364-26-000022 filed by James J. Burns & Company, 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 22,660 shares
    Change vs previous 13F -403 shares

    0.15% of the 13F portfolio, value $1,031,238.

    13F-HR 0002063364-25-000238 filed by James J. Burns & Company, 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 23,063 shares
    Change vs previous 13F +935 shares

    0.16% of the 13F portfolio, value $982,235.

    13F-HR 0002063364-25-000137 filed by James J. Burns & Company, 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 22,128 shares
    Change vs previous 13F +51 shares

    0.14% of the 13F portfolio, value $793,942.

    13F-HR 0002063364-25-000009 filed by James J. Burns & Company, 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 22,077 shares
    Change vs previous 13F +670 shares

    0.13% of the 13F portfolio, value $758,000.

    13F-HR 0001949059-25-000003 filed by James J. Burns & Company, 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 21,407 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $825,000.

    13F-HR 0001949059-24-000011 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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