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KLINGENSTEIN FIELDS & CO LP: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KLINGENSTEIN FIELDS & CO LP on SCHF, newest first. How the timeline and the estimate are built.

KLINGENSTEIN FIELDS & CO LP held 663,965 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 663,965 shares
    Change vs previous 13F -25,428 shares

    0.64% of the 13F portfolio, value $18,391,831.

    13F-HR 0001398344-26-013512 filed by KLINGENSTEIN FIELDS & CO LP
    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 689,393 shares
    Change vs previous 13F -44,091 shares

    0.67% of the 13F portfolio, value $17,062,477.

    13F-HR 0001398344-26-009033 filed by KLINGENSTEIN FIELDS & CO LP
    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 733,484 shares
    Change vs previous 13F -8,007 shares

    0.66% of the 13F portfolio, value $17,632,955.

    13F-HR 0001398344-26-002952 filed by KLINGENSTEIN FIELDS & CO LP
    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 741,491 shares
    Change vs previous 13F -16,828 shares

    0.65% of the 13F portfolio, value $17,261,911.

    13F-HR 0001398344-25-020923 filed by KLINGENSTEIN FIELDS & CO LP
    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 758,319 shares
    Change vs previous 13F -35,552 shares

    0.66% of the 13F portfolio, value $16,758,850.

    13F-HR 0000859872-25-000003 filed by KLINGENSTEIN FIELDS & CO LP
    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 793,871 shares
    Change vs previous 13F -11,247 shares

    0.67% of the 13F portfolio, value $15,702,768.

    13F-HR 0000859872-25-000002 filed by KLINGENSTEIN FIELDS & CO LP
    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 805,118 shares
    Change vs previous 13F +6,587 shares

    0.6% of the 13F portfolio, value $14,894,684.

    13F-HR 0000859872-25-000001 filed by KLINGENSTEIN FIELDS & CO LP
    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 798,531 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $32,835,594.

    13F-HR 0000859872-24-000005 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

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