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Disclosery

MBA Advisors LLC: SCHX position timeline

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

MBA Advisors LLC held 402,297 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 402,297 shares
    Change vs previous 13F -3,170 shares

    4.03% of the 13F portfolio, value $11,839,600.

    13F-HR 0001848704-26-000003 filed by MBA 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 ended2026-03-31
    13F 405,467 shares
    Change vs previous 13F +6,522 shares

    3.99% of the 13F portfolio, value $10,396,164.

    13F-HR 0001848704-26-000002 filed by MBA 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 ended2025-12-31
    13F 398,945 shares
    Change vs previous 13F +3,166 shares

    4.33% of the 13F portfolio, value $10,735,599.

    13F-HR 0001848704-26-000001 filed by MBA 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 ended2025-09-30
    13F 395,779 shares
    Change vs previous 13F -3,913 shares

    4.45% of the 13F portfolio, value $10,424,831.

    13F-HR 0001848704-25-000002 filed by MBA 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 ended2025-06-30
    13F 399,692 shares
    Change vs previous 13F +14,754 shares

    4.51% of the 13F portfolio, value $9,768,463.

    13F-HR 0001085146-25-003959 filed by MBA 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 ended2025-03-31
    13F 384,938 shares
    Change vs previous 13F +3,564 shares

    4.21% of the 13F portfolio, value $8,499,421.

    13F-HR 0001085146-25-002414 filed by MBA 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 ended2024-12-31
    13F 381,374 shares
    Change vs previous 13F +256,523 shares

    4.48% of the 13F portfolio, value $8,840,257.

    13F-HR 0001085146-25-000583 filed by MBA 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 ended2024-09-30
    13F 124,851 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $8,471,129.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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