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Mutual Advisors, LLC: SCHP position timeline

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

Mutual Advisors, LLC held 80,845 SCHP 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 80,845 shares
    Change vs previous 13F +13,377 shares

    0.04% of the 13F portfolio, value $2,142,401.

    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 67,468 shares
    Change vs previous 13F +1,039 shares

    0.04% of the 13F portfolio, value $1,795,333.

    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 66,429 shares
    Change vs previous 13F -1,884 shares

    0.04% of the 13F portfolio, value $1,759,691.

    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 68,313 shares
    Change vs previous 13F +3,944 shares

    0.04% of the 13F portfolio, value $1,851,275.

    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 64,369 shares
    Change vs previous 13F +2,915 shares

    0.04% of the 13F portfolio, value $1,714,153.

    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 61,454 shares
    Change vs previous 13F +428 shares

    0.05% of the 13F portfolio, value $1,637,131.

    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 61,026 shares
    Change vs previous 13F -1,168 shares

    0.05% of the 13F portfolio, value $1,582,401.

    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 62,194 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,640,058.

    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).