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Disclosery

Summit Financial Consulting LLC: SCHX position timeline

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

Summit Financial Consulting LLC held 502,683 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 502,683 shares
    Change vs previous 13F -209,989 shares

    10.04% of the 13F portfolio, value $14,793,961.

    13F-HR 0002065794-26-000003 filed by Summit Financial 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 ended2026-03-31
    13F 712,672 shares
    Change vs previous 13F +438,870 shares

    13.08% of the 13F portfolio, value $18,272,910.

    13F-HR 0002065794-26-000002 filed by Summit Financial 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 ended2025-12-31
    13F 273,802 shares
    Change vs previous 13F +22,548 shares

    5.35% of the 13F portfolio, value $7,368,012.

    13F-HR 0002065794-26-000001 filed by Summit Financial 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 ended2025-09-30
    13F 251,254 shares
    Change vs previous 13F +251,254 shares

    5.28% of the 13F portfolio, value $6,618,030.

    13F-HR 0002065794-25-000004 filed by Summit Financial 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -251,227 shares

    13F-HR 0002065794-25-000002 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 251,227 shares
    Change vs previous 13F not available

    5.15% of the 13F portfolio, value $5,547,100.

    13F-HR 0002065794-25-000001 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

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