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Disclosery

Main Street Financial Solutions, LLC: SCHX position timeline

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

Main Street Financial Solutions, LLC held 1,332,666 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,332,666 shares
    Change vs previous 13F +26,150 shares

    2.52% of the 13F portfolio, value $39,220,360.

    13F-HR 0001763350-26-000003 filed by Main Street Financial Solutions, LLC
    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 1,306,516 shares
    Change vs previous 13F +49,229 shares

    2.45% of the 13F portfolio, value $33,499,063.

    13F-HR 0001763350-26-000002 filed by Main Street Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,257,287 shares
    Change vs previous 13F -50,439 shares

    2.54% of the 13F portfolio, value $33,833,595.

    13F-HR 0001763350-26-000001 filed by Main Street Financial Solutions, LLC
    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 1,307,726 shares
    Change vs previous 13F +30,606 shares

    2.21% of the 13F portfolio, value $34,445,505.

    13F-HR 0001763350-25-000002 filed by Main Street Financial Solutions, LLC
    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 1,277,120 shares
    Change vs previous 13F +45,701 shares

    2.26% of the 13F portfolio, value $31,212,816.

    13F-HR 0001085146-25-005143 filed by Main Street Financial Solutions, LLC
    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 1,231,419 shares
    Change vs previous 13F +50,520 shares

    2.36% of the 13F portfolio, value $27,189,728.

    13F-HR 0001085146-25-002764 filed by Main Street Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,180,899 shares
    Change vs previous 13F +799,919 shares

    2.7% of the 13F portfolio, value $27,373,232.

    13F-HR 0001085146-25-001341 filed by Main Street Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 380,980 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $25,849,503.

    13F-HR 0001085146-24-005373 filed by Main Street Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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