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Disclosery

&PARTNERS: SCHF position timeline

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

&PARTNERS held 208,169 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 208,169 shares
    Change vs previous 13F +1,035 shares

    0.02% of the 13F portfolio, value $5,760,247.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 207,134 shares
    Change vs previous 13F -73,223 shares

    0.03% of the 13F portfolio, value $5,173,470.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 280,357 shares
    Change vs previous 13F +259,695 shares

    0.04% of the 13F portfolio, value $6,810,127.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 20,662 shares
    Change vs previous 13F +2,437 shares

    <0.01% of the 13F portfolio, value $481,007.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 18,225 shares
    Change vs previous 13F -417 shares

    <0.01% of the 13F portfolio, value $402,771.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 18,642 shares
    Change vs previous 13F -707 shares

    <0.01% of the 13F portfolio, value $372,096.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 19,349 shares
    Change vs previous 13F +8,820 shares

    <0.01% of the 13F portfolio, value $359,119.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 10,529 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $428,411.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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