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Disclosery

Trinity Legacy Partners, LLC: SCHX position timeline

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

Trinity Legacy Partners, LLC held 599,762 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 599,762 shares
    Change vs previous 13F -17,223 shares

    3.55% of the 13F portfolio, value $17,758,957.

    13F-HR 0001214659-26-008905 filed by Trinity Legacy Partners, 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 616,985 shares
    Change vs previous 13F +8,561 shares

    3.66% of the 13F portfolio, value $16,886,892.

    13F-HR 0001214659-26-004719 filed by Trinity Legacy Partners, 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 608,424 shares
    Change vs previous 13F +2,503 shares

    3.76% of the 13F portfolio, value $16,372,696.

    13F-HR 0001214659-26-000809 filed by Trinity Legacy Partners, 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 605,921 shares
    Change vs previous 13F +3,419 shares

    3.76% of the 13F portfolio, value $16,341,688.

    13F-HR 0001214659-25-015825 filed by Trinity Legacy Partners, 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 602,502 shares
    Change vs previous 13F +12 shares

    3.62% of the 13F portfolio, value $14,893,844.

    13F-HR 0001214659-25-010675 filed by Trinity Legacy Partners, 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 602,490 shares
    Change vs previous 13F +10,065 shares

    3.54% of the 13F portfolio, value $13,995,831.

    13F-HR 0001214659-25-007587 filed by Trinity Legacy Partners, 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 592,425 shares
    Change vs previous 13F +15,344 shares

    3.54% of the 13F portfolio, value $13,732,422.

    13F-HR 0001214659-25-001704 filed by Trinity Legacy Partners, 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 577,081 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $13,307,497.

    13F-HR 0001214659-24-018161 filed by Trinity Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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