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SIMS INVESTMENT MANAGEMENT, LLC: SCHX position timeline

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

SIMS INVESTMENT MANAGEMENT, LLC held 3,378,656 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,378,656 shares
    Change vs previous 13F +28,752 shares

    31.64% of the 13F portfolio, value $101,359,678.

    13F-HR 0002053807-26-000007 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,349,904 shares
    Change vs previous 13F +43,812 shares

    30.48% of the 13F portfolio, value $98,587,665.

    13F-HR 0002053807-26-000005 filed by SIMS INVESTMENT 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 ended2026-03-31
    13F 3,306,092 shares
    Change vs previous 13F -114,340 shares

    31.15% of the 13F portfolio, value $84,768,198.

    13F-HR 0002053807-26-000004 filed by SIMS INVESTMENT 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 ended2025-12-31
    13F 3,420,432 shares
    Change vs previous 13F +57,063 shares

    32.53% of the 13F portfolio, value $92,043,826.

    13F-HR 0002053807-26-000001 filed by SIMS INVESTMENT 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 ended2025-09-30
    13F/A 3,363,369 shares
    Change vs previous 13F +83,888 shares

    32.06% of the 13F portfolio, value $88,591,141.

    13F-HR/A 0002053807-26-000002 filed by SIMS INVESTMENT 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 ended2025-06-30
    13F 3,279,481 shares
    Change vs previous 13F +182,846 shares

    32.23% of the 13F portfolio, value $80,150,513.

    13F-HR 0002053807-25-000004 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,096,635 shares
    Change vs previous 13F +932,616 shares

    30.56% of the 13F portfolio, value $68,373,703.

    13F-HR 0002053807-25-000002 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,164,019 shares
    Change vs previous 13F not available

    28.36% of the 13F portfolio, value $50,161,963.

    13F-HR 0002053807-25-000001 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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