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Peachtree Investment Partners, LLC: SCHX position timeline

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

Peachtree Investment Partners, LLC held 166,609 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,609 shares
    Change vs previous 13F +16,901 shares

    1.57% of the 13F portfolio, value $4,903,293.

    13F-HR 0001398344-26-013705 filed by Peachtree Investment Partners, 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 149,708 shares
    Change vs previous 13F -229,014 shares

    1.46% of the 13F portfolio, value $3,838,518.

    13F-HR 0001398344-26-008727 filed by Peachtree Investment Partners, 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 378,722 shares
    Change vs previous 13F +121,050 shares

    3.38% of the 13F portfolio, value $10,191,418.

    13F-HR 0001398344-26-002709 filed by Peachtree Investment Partners, 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 257,672 shares
    Change vs previous 13F +128,625 shares

    2.35% of the 13F portfolio, value $6,787,086.

    13F-HR 0001398344-25-020071 filed by Peachtree Investment Partners, 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 129,047 shares
    Change vs previous 13F +53,275 shares

    1.2% of the 13F portfolio, value $3,153,909.

    13F-HR 0001398344-25-015011 filed by Peachtree Investment Partners, 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 75,772 shares
    Change vs previous 13F -9,420 shares

    0.66% of the 13F portfolio, value $1,673,051.

    13F-HR 0001398344-25-009159 filed by Peachtree Investment Partners, 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 85,192 shares
    Change vs previous 13F +63,666 shares

    0.74% of the 13F portfolio, value $1,974,760.

    13F-HR 0001398344-25-002616 filed by Peachtree Investment Partners, 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 21,526 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,460,529.

    13F-HR 0001398344-24-020421 filed by Peachtree Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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