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MeadowBrook Investment Advisors LLC: SCHX position timeline

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

MeadowBrook Investment Advisors LLC held 160,900 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,900 shares
    Change vs previous 13F -401 shares

    3.75% of the 13F portfolio, value $4,735,287.

    13F-HR 0000905729-26-000136 filed by MeadowBrook Investment 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 161,301 shares
    Change vs previous 13F +3,769 shares

    3.66% of the 13F portfolio, value $4,135,758.

    13F-HR 0000905729-26-000083 filed by MeadowBrook Investment 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 157,532 shares
    Change vs previous 13F -974 shares

    3.61% of the 13F portfolio, value $4,239,186.

    13F-HR 0000905729-26-000019 filed by MeadowBrook Investment 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 158,506 shares
    Change vs previous 13F -3,125 shares

    3.58% of the 13F portfolio, value $4,175,048.

    13F-HR 0000905729-25-000174 filed by MeadowBrook Investment 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 161,631 shares
    Change vs previous 13F +2,718 shares

    3.53% of the 13F portfolio, value $3,950,262.

    13F-HR 0000905729-25-000131 filed by MeadowBrook Investment 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 158,913 shares
    Change vs previous 13F -2,165 shares

    3.28% of the 13F portfolio, value $3,508,799.

    13F-HR 0000905729-25-000081 filed by MeadowBrook Investment 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 161,078 shares
    Change vs previous 13F +105,932 shares

    3.31% of the 13F portfolio, value $3,733,788.

    13F-HR 0000905729-25-000020 filed by MeadowBrook Investment 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 55,146 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $3,741,656.

    13F-HR 0000905729-24-000165 filed by MeadowBrook Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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