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Disclosery

MOGY JOEL R INVESTMENT COUNSEL INC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOGY JOEL R INVESTMENT COUNSEL INC on SCHX, newest first. How the timeline and the estimate are built.

MOGY JOEL R INVESTMENT COUNSEL INC held 70 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 70 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,100.

    13F-HR 0001398344-26-018129 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 70 shares
    Change vs previous 13F -1,374 shares

    <0.01% of the 13F portfolio, value $2,060.

    13F-HR 0001398344-26-012120 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,444 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $37,024.

    13F-HR 0001398344-26-006551 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,444 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $38,858.

    13F-HR 0001398344-26-001713 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,444 shares
    Change vs previous 13F -499 shares

    <0.01% of the 13F portfolio, value $38,035.

    13F-HR 0001398344-25-019214 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,943 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $47,487.

    13F-HR 0001398344-25-012972 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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