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Mutual Advisors, LLC: SCHF position timeline

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

Mutual Advisors, LLC held 201,831 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,831 shares
    Change vs previous 13F +10,449 shares

    0.11% of the 13F portfolio, value $5,590,713.

    13F-HR 0001986152-26-000154 filed by Mutual 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 191,382 shares
    Change vs previous 13F -543 shares

    0.1% of the 13F portfolio, value $4,736,702.

    13F-HR 0001986152-26-000054 filed by Mutual 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 191,925 shares
    Change vs previous 13F -1,040 shares

    0.1% of the 13F portfolio, value $4,613,867.

    13F-HR 0001986152-26-000005 filed by Mutual 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 192,965 shares
    Change vs previous 13F +989 shares

    0.1% of the 13F portfolio, value $4,586,782.

    13F-HR 0001986152-25-000100 filed by Mutual 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 191,976 shares
    Change vs previous 13F +7,742 shares

    0.11% of the 13F portfolio, value $4,317,548.

    13F-HR 0001986152-25-000050 filed by Mutual 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 184,234 shares
    Change vs previous 13F -19,340 shares

    0.11% of the 13F portfolio, value $3,756,541.

    13F-HR 0001986152-25-000037 filed by Mutual 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 203,574 shares
    Change vs previous 13F -17,755 shares

    0.11% of the 13F portfolio, value $3,808,873.

    13F-HR 0001986152-25-000002 filed by Mutual 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 221,329 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,369,043.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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