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Disclosery

Sovran Advisors, LLC: SCHX position timeline

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

Sovran Advisors, LLC held 43,759 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,759 shares
    Change vs previous 13F +2,435 shares

    0.1% of the 13F portfolio, value $1,279,524.

    13F-HR 0002051471-26-000004 filed by Sovran Advisors, 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 41,324 shares
    Change vs previous 13F +4,774 shares

    0.09% of the 13F portfolio, value $1,169,056.

    13F-HR 0002051471-26-000003 filed by Sovran Advisors, 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 36,550 shares
    Change vs previous 13F -7,611 shares

    0.08% of the 13F portfolio, value $1,000,386.

    13F-HR 0002051471-26-000001 filed by Sovran Advisors, 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 44,161 shares
    Change vs previous 13F -5,426 shares

    0.1% of the 13F portfolio, value $1,187,481.

    13F-HR 0002051471-25-000007 filed by Sovran Advisors, 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 49,587 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,218,349.

    13F-HR 0002051471-25-000004 filed by Sovran Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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