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Plotkin Financial Advisors, LLC: SCHX position timeline

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

Plotkin Financial Advisors, LLC held 81,645 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 81,645 shares
    Change vs previous 13F +541 shares

    1% of the 13F portfolio, value $2,402,812.

    13F-HR 0001826394-26-000003 filed by Plotkin Financial Advisors, 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 81,104 shares
    Change vs previous 13F +1,637 shares

    1.04% of the 13F portfolio, value $2,079,506.

    13F-HR 0001826394-26-000002 filed by Plotkin Financial 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 ended2025-12-31
    13F 79,467 shares
    Change vs previous 13F -52 shares

    1.04% of the 13F portfolio, value $2,138,456.

    13F-HR 0001826394-26-000001 filed by Plotkin Financial 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 ended2025-09-30
    13F 79,519 shares
    Change vs previous 13F -21 shares

    1.04% of the 13F portfolio, value $2,094,530.

    13F-HR 0001826394-25-000007 filed by Plotkin Financial 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 ended2025-06-30
    13F 79,540 shares
    Change vs previous 13F +1,088 shares

    1.07% of the 13F portfolio, value $1,943,957.

    13F-HR 0001826394-25-000004 filed by Plotkin Financial 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 ended2025-03-31
    13F 78,452 shares
    Change vs previous 13F +9,162 shares

    1.06% of the 13F portfolio, value $1,732,220.

    13F-HR 0001826394-25-000003 filed by Plotkin Financial 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 ended2024-12-31
    13F 69,290 shares
    Change vs previous 13F +46,846 shares

    0.95% of the 13F portfolio, value $1,606,142.

    13F-HR 0001826394-25-000001 filed by Plotkin Financial 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 ended2024-09-30
    13F 22,444 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,522,825.

    13F-HR 0001826394-24-000002 filed by Plotkin Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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