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Santori & Peters, Inc.: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Santori & Peters, Inc. on SCHX, newest first. How the timeline and the estimate are built.

Santori & Peters, Inc. held 256,380 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 256,380 shares
    Change vs previous 13F -201 shares

    2.13% of the 13F portfolio, value $7,545,263.

    13F-HR 0001730959-26-000003 filed by Santori & Peters, Inc.
    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 256,581 shares
    Change vs previous 13F +31,909 shares

    2.05% of the 13F portfolio, value $6,578,727.

    13F-HR 0001730959-26-000002 filed by Santori & Peters, Inc.
    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 224,672 shares
    Change vs previous 13F -2,413 shares

    2.06% of the 13F portfolio, value $6,045,919.

    13F-HR 0001730959-26-000001 filed by Santori & Peters, Inc.
    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 227,085 shares
    Change vs previous 13F -8,248 shares

    2.14% of the 13F portfolio, value $5,981,425.

    13F-HR 0001730959-25-000007 filed by Santori & Peters, Inc.
    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 235,333 shares
    Change vs previous 13F +59 shares

    2.08% of the 13F portfolio, value $5,751,528.

    13F-HR 0001730959-25-000003 filed by Santori & Peters, Inc.
    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 235,274 shares
    Change vs previous 13F -1,128 shares

    2.09% of the 13F portfolio, value $5,194,839.

    13F-HR 0001730959-25-000002 filed by Santori & Peters, Inc.
    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 236,402 shares
    Change vs previous 13F +156,746 shares

    2.1% of the 13F portfolio, value $5,479,805.

    13F-HR 0001730959-25-000001 filed by Santori & Peters, Inc.
    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 79,656 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $5,404,626.

    13F-HR 0001730959-24-000007 filed by Santori & Peters, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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