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Ulland Investment Advisors, LLC: SCHX position timeline

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

Ulland Investment Advisors, LLC held 41,710 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 41,710 shares
    Change vs previous 13F -1,242 shares

    0.88% of the 13F portfolio, value $1,251,000.

    13F-HR 0001911497-26-000005 filed by Ulland Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,952 shares
    Change vs previous 13F -1,525 shares

    0.93% of the 13F portfolio, value $1,264,000.

    13F-HR 0001911497-26-000004 filed by Ulland Investment Advisors, 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 44,477 shares
    Change vs previous 13F -960 shares

    0.98% of the 13F portfolio, value $1,140,000.

    13F-HR 0001911497-26-000002 filed by Ulland Investment Advisors, 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 45,437 shares
    Change vs previous 13F -2,876 shares

    0.98% of the 13F portfolio, value $1,223,000.

    13F-HR 0001911497-26-000001 filed by Ulland Investment Advisors, 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 48,313 shares
    Change vs previous 13F -290 shares

    0.96% of the 13F portfolio, value $1,273,000.

    13F-HR 0001911497-25-000006 filed by Ulland Investment Advisors, 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 48,603 shares
    Change vs previous 13F -3,520 shares

    0.91% of the 13F portfolio, value $1,188,000.

    13F-HR 0001911497-25-000004 filed by Ulland Investment Advisors, 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 52,123 shares
    Change vs previous 13F -1,614 shares

    0.96% of the 13F portfolio, value $1,151,000.

    13F-HR 0001911497-25-000002 filed by Ulland Investment Advisors, 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 53,737 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,246,000.

    13F-HR 0001911497-25-000001 filed by Ulland Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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