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Successful Portfolios LLC: SCHX position timeline

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

Successful Portfolios LLC held 89,724 SCHX 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 89,724 shares
    Change vs previous 13F +419 shares

    1.26% of the 13F portfolio, value $2,739,765.

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

  2. period ended2026-06-30
    13F 89,305 shares
    Change vs previous 13F -2,686 shares

    1.24% of the 13F portfolio, value $2,655,321.

    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 91,991 shares
    Change vs previous 13F +2,636 shares

    1.3% of the 13F portfolio, value $2,354,729.

    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 89,355 shares
    Change vs previous 13F +1,874 shares

    1.25% of the 13F portfolio, value $2,450,114.

    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 87,481 shares
    Change vs previous 13F +3,910 shares

    1.34% of the 13F portfolio, value $2,304,250.

    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 83,571 shares
    Change vs previous 13F +885 shares

    1.26% of the 13F portfolio, value $2,042,475.

    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 82,686 shares
    Change vs previous 13F +1,031 shares

    1.24% of the 13F portfolio, value $1,825,707.

    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 81,655 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,892,763.

    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).