Phil A. Younker & Associates, Ltd.: SCHX position timeline

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

Phil A. Younker & Associates, Ltd. held 168,396 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 168,396 shares
Change vs previous 13F +31,646 shares
3.34% of the 13F portfolio, value $4,955,894.
13F-HR 0002063364-26-000281 filed by Phil A. Younker & Associates, Ltd.
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 136,750 shares
Change vs previous 13F 0 shares
2.34% of the 13F portfolio, value $3,506,270.
13F-HR 0002063364-26-000109 filed by Phil A. Younker & Associates, Ltd.
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 136,750 shares
Change vs previous 13F 0 shares
2.57% of the 13F portfolio, value $3,679,942.
13F-HR 0002063364-26-000033 filed by Phil A. Younker & Associates, Ltd.
Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 136,750 shares
Change vs previous 13F +300 shares
2.76% of the 13F portfolio, value $3,601,995.
13F-HR 0002063364-25-000258 filed by Phil A. Younker & Associates, Ltd.
Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 136,450 shares
Change vs previous 13F +1,000 shares
3.29% of the 13F portfolio, value $3,334,838.
13F-HR 0002063364-25-000139 filed by Phil A. Younker & Associates, Ltd.
Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 135,450 shares
Change vs previous 13F +222 shares
2.94% of the 13F portfolio, value $2,990,736.
13F-HR 0002063364-25-000069 filed by Phil A. Younker & Associates, Ltd.
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 135,228 shares
Change vs previous 13F not available
3.13% of the 13F portfolio, value $3,134,585.
13F-HR 0002063364-25-000006 filed by Phil A. Younker & Associates, Ltd.
Filed 2025-04-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).