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Persium Advisors, LLC: SCHF position timeline

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

Persium Advisors, LLC held 1,389,247 SCHF shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,389,247 shares
    Change vs previous 13F -1,241 shares

    19.98% of the 13F portfolio, value $38,162,629.

    13F-HR 0002033683-26-000007 filed by Persium Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 1,390,488 shares
    Change vs previous 13F +16,420 shares

    25.12% of the 13F portfolio, value $38,516,531.

    13F-HR/A 0002033683-26-000005 filed by Persium 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 ended2026-03-31
    13F 1,374,068 shares
    Change vs previous 13F -19,260 shares

    26.77% of the 13F portfolio, value $34,008,183.

    13F-HR 0002033683-26-000002 filed by Persium 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 ended2025-12-31
    13F 1,393,328 shares
    Change vs previous 13F +36,945 shares

    24.45% of the 13F portfolio, value $33,495,605.

    13F-HR 0002033683-26-000001 filed by Persium 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 ended2025-09-30
    13F 1,356,383 shares
    Change vs previous 13F +52,959 shares

    23.71% of the 13F portfolio, value $31,576,596.

    13F-HR 0002033683-25-000006 filed by Persium 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 ended2025-06-30
    13F 1,303,424 shares
    Change vs previous 13F +7,672 shares

    23.85% of the 13F portfolio, value $28,805,670.

    13F-HR 0002033683-25-000004 filed by Persium 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 ended2025-03-31
    13F 1,295,752 shares
    Change vs previous 13F +65,745 shares

    24.3% of the 13F portfolio, value $25,629,975.

    13F-HR 0002033683-25-000003 filed by Persium 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 ended2024-12-31
    13F 1,230,007 shares
    Change vs previous 13F not available

    22.43% of the 13F portfolio, value $22,755,130.

    13F-HR 0002033683-25-000001 filed by Persium Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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