Skip to content
Disclosery

REILLY FINANCIAL ADVISORS, LLC: SCHF position timeline

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

REILLY FINANCIAL ADVISORS, LLC held 55,884 SCHF shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 55,884 shares
    Change vs previous 13F +683 shares

    0.16% of the 13F portfolio, value $2,172,000.

    13F-HR 0001363561-22-000002 filed by REILLY 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 ended2021-09-30
    13F 55,201 shares
    Change vs previous 13F +3,396 shares

    0.18% of the 13F portfolio, value $2,136,000.

    13F-HR 0001363561-21-000006 filed by REILLY 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 ended2021-06-30
    13F 51,805 shares
    Change vs previous 13F +3,173 shares

    0.17% of the 13F portfolio, value $2,044,000.

    13F-HR 0001363561-21-000005 filed by REILLY 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 ended2021-03-31
    13F 48,632 shares
    Change vs previous 13F +2,956 shares

    0.16% of the 13F portfolio, value $1,830,000.

    13F-HR 0001363561-21-000004 filed by REILLY 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 ended2020-12-31
    13F 45,676 shares
    Change vs previous 13F -604 shares

    0.15% of the 13F portfolio, value $1,645,000.

    13F-HR 0001363561-21-000002 filed by REILLY 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 ended2020-09-30
    13F 46,280 shares
    Change vs previous 13F +1,164 shares

    0.16% of the 13F portfolio, value $1,453,000.

    13F-HR 0001363561-20-000008 filed by REILLY 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 ended2020-06-30
    13F 45,116 shares
    Change vs previous 13F +1,810 shares

    0.16% of the 13F portfolio, value $1,342,000.

    13F-HR 0001363561-20-000006 filed by REILLY 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 ended2020-03-31
    13F 43,306 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,119,000.

    13F-HR 0001363561-20-000004 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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