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Mutual Advisors, LLC: SCHY position timeline

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

Mutual Advisors, LLC held 146,456 SCHY 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 146,456 shares
    Change vs previous 13F -5,699 shares

    0.09% of the 13F portfolio, value $4,647,054.

    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 152,155 shares
    Change vs previous 13F +2,820 shares

    0.1% of the 13F portfolio, value $4,817,225.

    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 149,335 shares
    Change vs previous 13F -9,252 shares

    0.1% of the 13F portfolio, value $4,453,162.

    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 158,587 shares
    Change vs previous 13F -2,384 shares

    0.1% of the 13F portfolio, value $4,524,499.

    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 160,971 shares
    Change vs previous 13F +7,548 shares

    0.11% of the 13F portfolio, value $4,444,420.

    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 153,423 shares
    Change vs previous 13F +116,726 shares

    0.11% of the 13F portfolio, value $3,993,589.

    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 36,697 shares
    Change vs previous 13F -12,110 shares

    0.02% of the 13F portfolio, value $855,034.

    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 48,807 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,220,165.

    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).