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Disclosery

&PARTNERS: SCHX position timeline

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

&PARTNERS held 133,224 SCHX 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 133,224 shares
    Change vs previous 13F +19,534 shares

    0.02% of the 13F portfolio, value $3,903,111.

    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 113,690 shares
    Change vs previous 13F +45,862 shares

    0.01% of the 13F portfolio, value $2,915,597.

    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 67,828 shares
    Change vs previous 13F +4,707 shares

    0.01% of the 13F portfolio, value $1,875,427.

    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 63,121 shares
    Change vs previous 13F +6,112 shares

    0.01% of the 13F portfolio, value $1,662,595.

    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 57,009 shares
    Change vs previous 13F -16,875 shares

    0.01% of the 13F portfolio, value $1,393,309.

    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 73,884 shares
    Change vs previous 13F +546 shares

    0.02% of the 13F portfolio, value $1,622,483.

    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 73,338 shares
    Change vs previous 13F +54,902 shares

    0.02% of the 13F portfolio, value $1,721,386.

    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 18,436 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,241,827.

    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).