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Disclosery

Seros Financial, LLC: SCHX position timeline

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

Seros Financial, LLC held 186,668 SCHX 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 186,668 shares
    Change vs previous 13F +25,052 shares

    2.86% of the 13F portfolio, value $5,493,639.

    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 161,616 shares
    Change vs previous 13F +35,597 shares

    2.64% of the 13F portfolio, value $4,143,834.

    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 126,019 shares
    Change vs previous 13F +37,154 shares

    1.99% of the 13F portfolio, value $3,391,171.

    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 88,865 shares
    Change vs previous 13F +4,209 shares

    1.42% of the 13F portfolio, value $2,340,704.

    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).

  5. period ended2025-06-30
    13F 84,656 shares
    Change vs previous 13F +8,763 shares

    1.31% of the 13F portfolio, value $2,068,993.

    13F-HR 0001667731-25-000900 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).

  6. period ended2025-03-31
    13F 75,893 shares
    Change vs previous 13F +38,887 shares

    1.25% of the 13F portfolio, value $1,675,717.

    13F-HR 0001667731-25-000445 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).

  7. period ended2024-12-31
    13F 37,006 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $2,377,636.

    13F-HR 0001667731-25-000052 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).