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Disclosery

Stone Summit Wealth LLC: SCHX position timeline

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

Stone Summit Wealth LLC held 64,726 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,726 shares
    Change vs previous 13F -1,765 shares

    0.48% of the 13F portfolio, value $1,904,896.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 66,491 shares
    Change vs previous 13F +11,967 shares

    0.47% of the 13F portfolio, value $1,704,838.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 54,524 shares
    Change vs previous 13F -2,484 shares

    0.4% of the 13F portfolio, value $1,467,250.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 57,008 shares
    Change vs previous 13F -860 shares

    0.43% of the 13F portfolio, value $1,501,599.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 57,868 shares
    Change vs previous 13F +3,131 shares

    0.44% of the 13F portfolio, value $1,414,302.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 54,737 shares
    Change vs previous 13F +5,326 shares

    0.41% of the 13F portfolio, value $1,208,600.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 49,411 shares
    Change vs previous 13F +32,027 shares

    0.38% of the 13F portfolio, value $1,145,355.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 17,384 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,179,527.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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