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VALICENTI ADVISORY SERVICES INC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALICENTI ADVISORY SERVICES INC on SCHB, newest first. How the timeline and the estimate are built.

VALICENTI ADVISORY SERVICES INC held 604,784 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 604,784 shares
    Change vs previous 13F +7,677 shares

    3.31% of the 13F portfolio, value $17,515,000.

    13F-HR 0001080201-26-000004 filed by VALICENTI ADVISORY SERVICES INC
    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 597,107 shares
    Change vs previous 13F +26,821 shares

    3.27% of the 13F portfolio, value $14,987,000.

    13F-HR 0001080201-26-000002 filed by VALICENTI ADVISORY SERVICES INC
    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 570,286 shares
    Change vs previous 13F +14,730 shares

    3.13% of the 13F portfolio, value $14,959,000.

    13F-HR 0001080201-26-000001 filed by VALICENTI ADVISORY SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 555,556 shares
    Change vs previous 13F -40,311 shares

    3.06% of the 13F portfolio, value $14,283,000.

    13F-HR 0001080201-25-000006 filed by VALICENTI ADVISORY SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 595,867 shares
    Change vs previous 13F +1,001 shares

    3.32% of the 13F portfolio, value $14,200,000.

    13F-HR 0001080201-25-000004 filed by VALICENTI ADVISORY SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 594,866 shares
    Change vs previous 13F +25,421 shares

    3.29% of the 13F portfolio, value $12,807,000.

    13F-HR 0001080201-25-000002 filed by VALICENTI ADVISORY SERVICES INC
    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 569,445 shares
    Change vs previous 13F +378,928 shares

    3.22% of the 13F portfolio, value $12,926,000.

    13F-HR 0001080201-25-000001 filed by VALICENTI ADVISORY SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 190,517 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $12,673,000.

    13F-HR 0001080201-24-000005 filed by VALICENTI ADVISORY SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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