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VALICENTI ADVISORY SERVICES INC: SCHX position timeline

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

VALICENTI ADVISORY SERVICES INC held 1,428,237 SCHX 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 1,428,237 shares
    Change vs previous 13F +20,083 shares

    7.93% of the 13F portfolio, value $42,033,000.

    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 1,408,154 shares
    Change vs previous 13F +76,483 shares

    7.87% of the 13F portfolio, value $36,105,000.

    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 1,331,671 shares
    Change vs previous 13F -7,014 shares

    7.5% of the 13F portfolio, value $35,835,000.

    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 1,338,685 shares
    Change vs previous 13F +17,957 shares

    7.56% of the 13F portfolio, value $35,261,000.

    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 1,320,728 shares
    Change vs previous 13F -3,782 shares

    7.54% of the 13F portfolio, value $32,279,000.

    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 1,324,510 shares
    Change vs previous 13F -12,736 shares

    7.52% of the 13F portfolio, value $29,245,000.

    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 1,337,246 shares
    Change vs previous 13F +888,537 shares

    7.72% of the 13F portfolio, value $30,997,000.

    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 448,709 shares
    Change vs previous 13F not available

    7.82% of the 13F portfolio, value $30,445,000.

    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).