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Opulen Financial Group LLC: SCHK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Opulen Financial Group LLC on SCHK, newest first. How the timeline and the estimate are built.

Opulen Financial Group LLC held 34,672 SCHK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,672 shares
    Change vs previous 13F +2,012 shares

    0.79% of the 13F portfolio, value $1,250,270.

    13F-HR 0002055099-26-000003 filed by Opulen Financial Group 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 32,660 shares
    Change vs previous 13F +1,500 shares

    0.72% of the 13F portfolio, value $1,023,234.

    13F-HR 0002055099-26-000002 filed by Opulen Financial Group 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 31,160 shares
    Change vs previous 13F +774 shares

    0.74% of the 13F portfolio, value $1,022,061.

    13F-HR 0002055099-26-000001 filed by Opulen Financial Group 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 30,386 shares
    Change vs previous 13F +84 shares

    0.74% of the 13F portfolio, value $976,009.

    13F-HR 0002055099-25-000010 filed by Opulen Financial Group 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 30,302 shares
    Change vs previous 13F +9,157 shares

    0.74% of the 13F portfolio, value $903,612.

    13F-HR 0002055099-25-000004 filed by Opulen Financial Group 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 21,145 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $569,237.

    13F-HR 0002055099-25-000002 filed by Opulen Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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