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REILLY FINANCIAL ADVISORS, LLC: SCHX position timeline

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

REILLY FINANCIAL ADVISORS, LLC held 2,174 SCHX 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 2,174 shares
    Change vs previous 13F +232 shares

    0.02% of the 13F portfolio, value $247,000.

    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 1,942 shares
    Change vs previous 13F +112 shares

    0.02% of the 13F portfolio, value $202,000.

    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 1,830 shares
    Change vs previous 13F +97 shares

    0.02% of the 13F portfolio, value $190,000.

    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 1,733 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $166,000.

    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 1,733 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $158,000.

    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 1,733 shares
    Change vs previous 13F +308 shares

    0.01% of the 13F portfolio, value $140,000.

    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 1,425 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $106,000.

    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 1,425 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $87,000.

    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).