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Kovack Advisors, Inc.: SCHF position timeline

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

Kovack Advisors, Inc. held 405,350 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 405,350 shares
    Change vs previous 13F +21,463 shares

    0.54% of the 13F portfolio, value $11,218,458.

    13F-HR 0001728321-26-000004 filed by Kovack 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 383,887 shares
    Change vs previous 13F -21,905 shares

    0.51% of the 13F portfolio, value $9,504,378.

    13F-HR 0001728321-26-000003 filed by Kovack 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/A 405,792 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $9,755,230.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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