Skip to content
Disclosery

Kondo Wealth Advisors, Inc.: SCHX position timeline

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

Kondo Wealth Advisors, Inc. held 44,749 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,749 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,316,963.

    13F-HR 0001172661-26-002722 filed by Kondo Wealth Advisors, Inc.
    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 44,749 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,147,364.

    13F-HR 0001172661-26-001652 filed by Kondo Wealth Advisors, Inc.
    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 44,749 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,204,196.

    13F-HR 0001172661-26-000403 filed by Kondo Wealth Advisors, Inc.
    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 44,749 shares
    Change vs previous 13F +1,300 shares

    0.48% of the 13F portfolio, value $1,178,689.

    13F-HR 0001172661-25-004585 filed by Kondo Wealth Advisors, Inc.
    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 43,449 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,062,763.

    13F-HR 0001172661-25-002771 filed by Kondo Wealth Advisors, Inc.
    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 43,449 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $959,354.

    13F-HR 0001172661-25-002441 filed by Kondo Wealth Advisors, Inc.
    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 43,449 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,007,148.

    13F-HR 0001172661-25-002440 filed by Kondo Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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