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Disclosery

Womack Financial LLC: SCHX position timeline

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

Womack Financial LLC held 85,345 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,345 shares
    Change vs previous 13F +9,652 shares

    1.66% of the 13F portfolio, value $2,511,703.

    13F-HR 0002107079-26-000009 filed by Womack Financial LLC
    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 75,693 shares
    Change vs previous 13F +12,300 shares

    1.43% of the 13F portfolio, value $1,940,769.

    13F-HR 0002107079-26-000008 filed by Womack Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 63,393 shares
    Change vs previous 13F +14,791 shares

    1.26% of the 13F portfolio, value $1,705,906.

    13F-HR 0002107079-26-000005 filed by Womack Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 48,602 shares
    Change vs previous 13F +37,731 shares

    0.97% of the 13F portfolio, value $1,280,177.

    13F-HR 0002107079-26-000004 filed by Womack Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 10,871 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $265,687.

    13F-HR/A 0002107079-26-000007 filed by Womack Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 10,871 shares
    Change vs previous 13F -2,491 shares

    0.22% of the 13F portfolio, value $240,032.

    13F-HR/A 0002107079-26-000006 filed by Womack Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,362 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $309,731.

    13F-HR 0002107079-26-000001 filed by Womack Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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