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WPG Advisers, LLC: SCHX position timeline

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

WPG Advisers, LLC held 13,940 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,940 shares
    Change vs previous 13F -419 shares

    0.24% of the 13F portfolio, value $410,254.

    13F-HR 0002067343-26-000003 filed by WPG Advisers, 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 14,359 shares
    Change vs previous 13F -973 shares

    0.27% of the 13F portfolio, value $368,165.

    13F-HR 0002067343-26-000002 filed by WPG Advisers, 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 15,332 shares
    Change vs previous 13F -974 shares

    0.31% of the 13F portfolio, value $412,584.

    13F-HR 0002067343-26-000001 filed by WPG Advisers, 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 16,306 shares
    Change vs previous 13F -989 shares

    0.33% of the 13F portfolio, value $429,500.

    13F-HR 0002067343-25-000004 filed by WPG Advisers, 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 17,295 shares
    Change vs previous 13F -534 shares

    0.36% of the 13F portfolio, value $422,690.

    13F-HR 0002067343-25-000003 filed by WPG Advisers, 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 17,829 shares
    Change vs previous 13F -7,596 shares

    0.37% of the 13F portfolio, value $393,664.

    13F-HR 0002067343-25-000002 filed by WPG Advisers, 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 25,425 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $589,352.

    13F-HR 0002067343-25-000001 filed by WPG Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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