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Lion Street Advisors, LLC: SCHF position timeline

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

Lion Street Advisors, LLC held 50,465 SCHF shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 50,465 shares
    Change vs previous 13F -39,727 shares

    0.7% of the 13F portfolio, value $2,016,581.

    13F-HR 0001801991-25-000002 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 90,192 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $1,993,243.

    13F-HR 0001085146-25-004168 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 90,192 shares
    Change vs previous 13F +15,000 shares

    0.57% of the 13F portfolio, value $1,783,997.

    13F-HR 0001085146-25-002198 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 75,192 shares
    Change vs previous 13F +31,596 shares

    0.44% of the 13F portfolio, value $1,391,052.

    13F-HR 0001085146-25-000506 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 43,596 shares
    Change vs previous 13F -11,216 shares

    0.62% of the 13F portfolio, value $1,792,668.

    13F-HR 0001085146-24-004781 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 54,812 shares
    Change vs previous 13F -17,500 shares

    0.78% of the 13F portfolio, value $2,105,878.

    13F-HR 0001085146-24-002866 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 72,312 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $2,672,651.

    13F-HR 0001085146-24-001762 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 72,312 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,672,651.

    13F-HR 0001085146-24-000125 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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