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PIERSHALE FINANCIAL GROUP, INC.: SCHX position timeline

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

PIERSHALE FINANCIAL GROUP, INC. held 305,493 SCHX shares at 2023-06-30 per its 13F-HR filed 2023-07-06.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 305,493 shares
    Change vs previous 13F +305,193 shares

    10.19% of the 13F portfolio, value $15,998,668.

    13F-HR 0001214659-23-009301 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 300 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $14,511.

    13F-HR 0001214659-23-005278 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 400 shares
    Change vs previous 13F +400 shares

    0.01% of the 13F portfolio, value $18,060.

    13F-HR 0001214659-23-000594 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 0 shares
    Change vs previous 13F -569,683 shares

    13F-HR 0001214659-22-005020 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2021-12-31
    13F 569,683 shares
    Change vs previous 13F +294,919 shares

    24.73% of the 13F portfolio, value $64,841,000.

    13F-HR 0001214659-22-000973 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 274,764 shares
    Change vs previous 13F not available

    11.78% of the 13F portfolio, value $28,584,000.

    13F-HR 0001214659-21-010638 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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