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Vishria Bird Financial Group, LLC: SCHX position timeline

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

Vishria Bird Financial Group, LLC held 42,363 SCHX shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 42,363 shares
    Change vs previous 13F -6 shares

    0.22% of the 13F portfolio, value $1,115,841.

    13F-HR 0002063364-25-000248 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 42,369 shares
    Change vs previous 13F -966 shares

    0.34% of the 13F portfolio, value $1,035,498.

    13F-HR 0002063364-25-000097 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 43,335 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $956,837.

    13F-HR 0002063364-25-000047 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 43,335 shares
    Change vs previous 13F +28,890 shares

    0.35% of the 13F portfolio, value $1,005,000.

    13F-HR 0001746438-25-000003 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 14,445 shares
    Change vs previous 13F +8,568 shares

    0.37% of the 13F portfolio, value $980,000.

    13F-HR 0001746438-24-000008 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 5,877 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $378,000.

    13F-HR 0001746438-24-000005 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 5,877 shares
    Change vs previous 13F -12 shares

    0.16% of the 13F portfolio, value $365,000.

    13F-HR 0001746438-24-000003 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 5,889 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $332,000.

    13F-HR 0001746438-24-000001 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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