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TILIA FIDUCIARY PARTNERS, INC.: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TILIA FIDUCIARY PARTNERS, INC. on SCHX, newest first. How the timeline and the estimate are built.

TILIA FIDUCIARY PARTNERS, INC. held 54,807 SCHX shares at 2026-09-30 per its 13F-HR/A filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F/A 54,807 shares
    Change vs previous 13F -290 shares

    0.76% of the 13F portfolio, value $1,644,200.

    13F-HR/A 0001910210-26-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,097 shares
    Change vs previous 13F +116 shares

    0.77% of the 13F portfolio, value $1,621,507.

    13F-HR 0001910210-26-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 54,981 shares
    Change vs previous 13F -569 shares

    0.77% of the 13F portfolio, value $1,409,705.

    13F-HR 0001910210-26-000002 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 55,550 shares
    Change vs previous 13F -1,032 shares

    0.83% of the 13F portfolio, value $1,494,862.

    13F-HR 0001910210-26-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 56,582 shares
    Change vs previous 13F -1,794 shares

    0.86% of the 13F portfolio, value $1,490,382.

    13F-HR 0001910210-25-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 58,376 shares
    Change vs previous 13F +130 shares

    0.87% of the 13F portfolio, value $1,426,699.

    13F-HR 0001910210-25-000004 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 58,246 shares
    Change vs previous 13F +315 shares

    0.86% of the 13F portfolio, value $1,286,074.

    13F-HR 0001910210-25-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 57,931 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,342,838.

    13F-HR 0001910210-25-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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