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WestHill Financial Advisors, Inc.: SCHX position timeline

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

WestHill Financial Advisors, Inc. held 27,900 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,900 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $837,000.

    13F-HR 0002085853-26-001192 filed by WestHill Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,900 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $821,097.

    13F-HR 0002085853-26-000786 filed by WestHill Financial Advisors, Inc.
    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 27,900 shares
    Change vs previous 13F -592 shares

    0.14% of the 13F portfolio, value $715,356.

    13F-HR 0002085853-26-000325 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,492 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $766,720.

    13F-HR 0002085853-26-000059 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 28,492 shares
    Change vs previous 13F -963 shares

    0.15% of the 13F portfolio, value $750,479.

    13F-HR 0002085853-25-000071 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 29,455 shares
    Change vs previous 13F +1,069 shares

    0.15% of the 13F portfolio, value $719,880.

    13F-HR 0001667731-25-000752 filed by WestHill Financial Advisors, Inc.
    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 28,386 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $626,763.

    13F-HR 0001667731-25-000467 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 28,386 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $657,987.

    13F-HR 0001667731-25-000194 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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