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Disclosery

Mason & Associates, LLC: SCHX position timeline

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

Mason & Associates, LLC held 25,569 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,569 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $752,496.

    13F-HR 0001754960-26-000510 filed by Mason & Associates, 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 25,569 shares
    Change vs previous 13F -102 shares

    0.15% of the 13F portfolio, value $655,589.

    13F-HR 0001754960-26-000303 filed by Mason & Associates, 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 25,671 shares
    Change vs previous 13F -2,798 shares

    0.16% of the 13F portfolio, value $690,807.

    13F-HR 0001754960-26-000098 filed by Mason & Associates, 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 28,469 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $695,782.

    13F-HR 0001754960-25-000746 filed by Mason & Associates, 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 28,469 shares
    Change vs previous 13F -112 shares

    0.17% of the 13F portfolio, value $695,782.

    13F-HR 0001754960-25-000508 filed by Mason & Associates, 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 28,581 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $631,068.

    13F-HR 0001754960-25-000175 filed by Mason & Associates, 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 28,581 shares
    Change vs previous 13F +19,054 shares

    0.2% of the 13F portfolio, value $662,508.

    13F-HR 0001754960-25-000031 filed by Mason & Associates, 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 9,527 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $646,407.

    13F-HR 0001754960-24-000500 filed by Mason & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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