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SGL Investment Advisors, Inc.: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SGL Investment Advisors, Inc. on SCHF, newest first. How the timeline and the estimate are built.

SGL Investment Advisors, Inc. held 413,584 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 413,584 shares
    Change vs previous 13F +22,979 shares

    4.01% of the 13F portfolio, value $11,613,439.

    13F-HR 0002043186-26-000003 filed by SGL Investment Advisors, 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 390,605 shares
    Change vs previous 13F +309,500 shares

    4.01% of the 13F portfolio, value $10,686,953.

    13F-HR 0002043186-26-000002 filed by SGL Investment Advisors, 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 81,105 shares
    Change vs previous 13F +10,309 shares

    0.82% of the 13F portfolio, value $2,059,256.

    13F-HR 0002043186-26-000001 filed by SGL Investment Advisors, 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 70,796 shares
    Change vs previous 13F +15,135 shares

    0.7% of the 13F portfolio, value $1,687,069.

    13F-HR 0002043186-25-000006 filed by SGL Investment Advisors, 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 55,661 shares
    Change vs previous 13F +3,043 shares

    0.58% of the 13F portfolio, value $1,228,995.

    13F-HR 0002043186-25-000004 filed by SGL Investment Advisors, 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 52,618 shares
    Change vs previous 13F +6,774 shares

    0.56% of the 13F portfolio, value $1,091,824.

    13F-HR 0002043186-25-000003 filed by SGL Investment Advisors, 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 45,844 shares
    Change vs previous 13F +871 shares

    0.46% of the 13F portfolio, value $902,668.

    13F-HR 0002043186-25-000002 filed by SGL Investment Advisors, 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 44,973 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $862,582.

    13F-HR 0002043186-24-000004 filed by SGL Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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