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Disclosery

L.K. Benson & Company, P.C.: SCHX 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 SCHX, newest first. How the timeline and the estimate are built.

L.K. Benson & Company, P.C. held 85,214 SCHX 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 85,214 shares
    Change vs previous 13F +115 shares

    0.76% of the 13F portfolio, value $2,507,845.

    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 85,099 shares
    Change vs previous 13F +131 shares

    0.72% of the 13F portfolio, value $2,181,902.

    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 84,968 shares
    Change vs previous 13F -693 shares

    1.15% of the 13F portfolio, value $2,286,505.

    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 85,661 shares
    Change vs previous 13F +656 shares

    1.22% of the 13F portfolio, value $2,256,315.

    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 85,005 shares
    Change vs previous 13F +261 shares

    1.28% of the 13F portfolio, value $2,077,550.

    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 84,744 shares
    Change vs previous 13F -288 shares

    1.3% of the 13F portfolio, value $1,871,114.

    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 85,032 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $1,971,003.

    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).