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Scarborough Advisors, LLC: SCHX position timeline

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

Scarborough Advisors, LLC held 1,938,737 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,938,737 shares
    Change vs previous 13F -420,494 shares

    6.5% of the 13F portfolio, value $56,630,256.

    13F-HR 0002085853-26-000794 filed by Scarborough 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 ended2026-03-31
    13F 2,359,231 shares
    Change vs previous 13F +2,359,231 shares

    6.62% of the 13F portfolio, value $60,490,695.

    13F-HR 0001815355-26-000005 filed by Scarborough 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,773,343 shares

    13F-HR 0001815355-25-000004 filed by Scarborough Advisors, 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.

  4. period ended2025-03-31
    13F 2,773,343 shares
    Change vs previous 13F -706,341 shares

    8.72% of the 13F portfolio, value $61,235,423.

    13F-HR 0001986042-25-000009 filed by Scarborough 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 ended2024-12-31
    13F 3,479,684 shares
    Change vs previous 13F +1,906,354 shares

    11.4% of the 13F portfolio, value $80,659,086.

    13F-HR 0001815355-25-000002 filed by Scarborough 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 ended2024-09-30
    13F 1,573,330 shares
    Change vs previous 13F not available

    17.25% of the 13F portfolio, value $106,750,440.

    13F-HR 0001815355-24-000014 filed by Scarborough Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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