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Successful Portfolios LLC: SCHF position timeline

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

Successful Portfolios LLC held 56,336 SCHF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 56,336 shares
    Change vs previous 13F +2,642 shares

    0.72% of the 13F portfolio, value $1,554,313.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 53,694 shares
    Change vs previous 13F +3,804 shares

    0.69% of the 13F portfolio, value $1,478,761.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios 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 49,890 shares
    Change vs previous 13F +4,543 shares

    0.68% of the 13F portfolio, value $1,230,631.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios 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 45,347 shares
    Change vs previous 13F +4,867 shares

    0.57% of the 13F portfolio, value $1,127,339.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios 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 40,480 shares
    Change vs previous 13F +8 shares

    0.55% of the 13F portfolio, value $942,380.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios 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 40,472 shares
    Change vs previous 13F +611 shares

    0.55% of the 13F portfolio, value $894,440.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios 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 39,861 shares
    Change vs previous 13F -507 shares

    0.54% of the 13F portfolio, value $788,448.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios 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 40,368 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $746,805.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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