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Procyon Advisors, LLC: SCHX position timeline

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

Procyon Advisors, LLC held 144,233 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,233 shares
    Change vs previous 13F -6,502 shares

    0.18% of the 13F portfolio, value $4,244,772.

    13F-HR 0001951757-26-000939 filed by Procyon 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 150,735 shares
    Change vs previous 13F -3,700 shares

    0.19% of the 13F portfolio, value $3,864,846.

    13F-HR 0001951757-26-000765 filed by Procyon 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 154,435 shares
    Change vs previous 13F -1,409 shares

    0.21% of the 13F portfolio, value $4,155,843.

    13F-HR 0001951757-26-000027 filed by Procyon 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 155,844 shares
    Change vs previous 13F -17,187 shares

    0.24% of the 13F portfolio, value $4,104,936.

    13F-HR 0001951757-25-001218 filed by Procyon 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 173,031 shares
    Change vs previous 13F -7,245 shares

    0.4% of the 13F portfolio, value $4,228,879.

    13F-HR 0001951757-25-000600 filed by Procyon 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 180,276 shares
    Change vs previous 13F +7,198 shares

    0.24% of the 13F portfolio, value $3,980,500.

    13F-HR 0001951757-25-000320 filed by Procyon 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 173,078 shares
    Change vs previous 13F +113,818 shares

    0.26% of the 13F portfolio, value $4,011,951.

    13F-HR 0001951757-25-000036 filed by Procyon 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 59,260 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,020,793.

    13F-HR 0001951757-24-001018 filed by Procyon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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