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Disclosery

Saxony Capital Management, LLC: SCHX position timeline

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

Saxony Capital Management, LLC held 0 SCHX shares at 2025-12-31 per its 13F-HR filed 2026-01-15.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -78,135 shares

    13F-HR 0001561330-26-000001 filed by Saxony Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 78,135 shares
    Change vs previous 13F -65,214 shares

    1.36% of the 13F portfolio, value $2,058,074.

    13F-HR 0001561330-25-000005 filed by Saxony Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 143,349 shares
    Change vs previous 13F +39,881 shares

    2.69% of the 13F portfolio, value $3,503,447.

    13F-HR 0001561330-25-000003 filed by Saxony Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 103,468 shares
    Change vs previous 13F +9,952 shares

    2% of the 13F portfolio, value $2,284,576.

    13F-HR 0001561330-25-000002 filed by Saxony Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 93,516 shares
    Change vs previous 13F +64,651 shares

    1.91% of the 13F portfolio, value $2,167,707.

    13F-HR 0001561330-25-000001 filed by Saxony Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 28,865 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $1,958,475.

    13F-HR 0001561330-24-000006 filed by Saxony Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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