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Disclosery

L.K. Benson & Company, P.C.: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.K. Benson & Company, P.C. on SCHF, newest first. How the timeline and the estimate are built.

L.K. Benson & Company, P.C. held 262,265 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 262,265 shares
    Change vs previous 13F -8,591 shares

    2.19% of the 13F portfolio, value $7,264,783.

    13F-HR 0002055235-26-000004 filed by L.K. Benson & Company, P.C.
    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 270,856 shares
    Change vs previous 13F -1,914 shares

    2.22% of the 13F portfolio, value $6,703,686.

    13F-HR 0002055235-26-000002 filed by L.K. Benson & Company, P.C.
    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 272,770 shares
    Change vs previous 13F -2,711 shares

    3.29% of the 13F portfolio, value $6,557,389.

    13F-HR 0002055235-26-000001 filed by L.K. Benson & Company, P.C.
    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 275,481 shares
    Change vs previous 13F +430 shares

    3.46% of the 13F portfolio, value $6,413,194.

    13F-HR 0002055235-25-000002 filed by L.K. Benson & Company, P.C.
    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 275,051 shares
    Change vs previous 13F -597 shares

    3.73% of the 13F portfolio, value $6,078,628.

    13F-HR 0001085146-25-004077 filed by L.K. Benson & Company, P.C.
    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 275,648 shares
    Change vs previous 13F -1,779 shares

    3.78% of the 13F portfolio, value $5,452,332.

    13F-HR 0001085146-25-002346 filed by L.K. Benson & Company, P.C.
    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 277,427 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $5,132,417.

    13F-HR 0001085146-25-000955 filed by L.K. Benson & Company, P.C.
    Filed (acceptance time not in the bulk data set), ingested

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