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Disclosery

Somerset Group LLC: SCHX position timeline

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

Somerset Group LLC held 252,945 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 252,945 shares
    Change vs previous 13F +8,037 shares

    5.28% of the 13F portfolio, value $7,522,585.

    13F-HR 0001062993-26-004218 filed by Somerset Group 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 244,908 shares
    Change vs previous 13F +2,797 shares

    5.09% of the 13F portfolio, value $6,854,975.

    13F-HR 0001062993-26-002574 filed by Somerset Group 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 242,111 shares
    Change vs previous 13F +6,113 shares

    4.97% of the 13F portfolio, value $6,595,104.

    13F-HR 0001062993-26-000866 filed by Somerset Group 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 235,998 shares
    Change vs previous 13F +20,083 shares

    4.93% of the 13F portfolio, value $6,216,187.

    13F-HR 0001062993-25-016598 filed by Somerset Group 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 215,915 shares
    Change vs previous 13F +14,100 shares

    4.47% of the 13F portfolio, value $5,276,963.

    13F-HR 0001062993-25-014021 filed by Somerset Group 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 201,815 shares
    Change vs previous 13F +35,372 shares

    4.06% of the 13F portfolio, value $4,456,075.

    13F-HR 0001062993-25-009219 filed by Somerset Group 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 166,443 shares
    Change vs previous 13F +110,414 shares

    3.53% of the 13F portfolio, value $3,858,149.

    13F-HR 0001062993-25-002057 filed by Somerset Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 56,029 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $3,801,568.

    13F-HR 0001062993-24-018885 filed by Somerset Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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