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Stephens Consulting, LLC: SCHX position timeline

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

Stephens Consulting, LLC held 4,424 SCHX shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 4,424 shares
    Change vs previous 13F -163 shares

    0.04% of the 13F portfolio, value $119,050.

    13F-HR 0001961632-26-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 4,587 shares
    Change vs previous 13F -279 shares

    0.04% of the 13F portfolio, value $120,822.

    13F-HR 0001961632-25-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 4,866 shares
    Change vs previous 13F +205 shares

    0.03% of the 13F portfolio, value $118,926.

    13F-HR 0001961632-25-000004 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 4,661 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $102,915.

    13F-HR 0001961632-25-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 4,661 shares
    Change vs previous 13F +3,074 shares

    0.03% of the 13F portfolio, value $108,042.

    13F-HR 0001842787-25-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,587 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $107,678.

    13F-HR 0001961632-24-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 1,587 shares
    Change vs previous 13F -526 shares

    0.03% of the 13F portfolio, value $101,965.

    13F-HR 0001961632-24-000005 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 2,113 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $131,133.

    13F-HR 0001961632-24-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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