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Disclosery

Revolve Wealth Partners, LLC: SCHX position timeline

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

Revolve Wealth Partners, LLC held 412,375 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 412,375 shares
    Change vs previous 13F -1,251 shares

    1.26% of the 13F portfolio, value $12,136,204.

    13F-HR 0002085853-26-000673 filed by Revolve Wealth Partners, 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 413,626 shares
    Change vs previous 13F -17,114 shares

    1.38% of the 13F portfolio, value $10,605,359.

    13F-HR 0002085853-26-000357 filed by Revolve Wealth Partners, 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 430,740 shares
    Change vs previous 13F +2,513 shares

    1.36% of the 13F portfolio, value $11,591,215.

    13F-HR 0002085853-26-000053 filed by Revolve Wealth Partners, 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 428,227 shares
    Change vs previous 13F -2,238 shares

    1.35% of the 13F portfolio, value $11,279,489.

    13F-HR 0002085853-25-000078 filed by Revolve Wealth Partners, 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 430,465 shares
    Change vs previous 13F -40,815 shares

    1.37% of the 13F portfolio, value $10,520,559.

    13F-HR 0001667731-25-000986 filed by Revolve Wealth Partners, 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 471,280 shares
    Change vs previous 13F +6,060 shares

    1.51% of the 13F portfolio, value $10,405,872.

    13F-HR 0001667731-25-000418 filed by Revolve Wealth Partners, 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/A 465,220 shares
    Change vs previous 13F +317,687 shares

    1.6% of the 13F portfolio, value $10,783,798.

    13F-HR/A 0001667731-25-000346 filed by Revolve Wealth Partners, 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 147,533 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $10,010,113.

    13F-HR 0001808992-24-000004 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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