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Seros Financial, LLC: SCHF position timeline

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

Seros Financial, LLC held 473,896 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 473,896 shares
    Change vs previous 13F +3,306 shares

    6.84% of the 13F portfolio, value $13,126,926.

    13F-HR 0001104659-26-095632 filed by Seros Financial, 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 470,590 shares
    Change vs previous 13F -4,472 shares

    7.41% of the 13F portfolio, value $11,647,106.

    13F-HR 0001104659-26-055527 filed by Seros Financial, 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 475,062 shares
    Change vs previous 13F +20,252 shares

    6.7% of the 13F portfolio, value $11,420,490.

    13F-HR 0001104659-26-011337 filed by Seros Financial, 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/A 454,810 shares
    Change vs previous 13F not available

    6.41% of the 13F portfolio, value $10,587,979.

    13F-HR/A 0001104659-25-120288 filed by Seros Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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