SIGNATURE ESTATE & INVESTMENT ADVISORS LLC: SCHK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIGNATURE ESTATE & INVESTMENT ADVISORS LLC on SCHK, newest first. How the timeline and the estimate are built.
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 94,900 SCHK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 94,900 sharesChange vs previous 13F +1,151 shares
0.06% of the 13F portfolio, value $3,479,041.
13F-HR 0001079935-26-000006 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Accepted , ingested - period ended2026-06-3013F 93,749 sharesChange vs previous 13F -124,078 shares
0.06% of the 13F portfolio, value $3,380,588.
13F-HR 0001079935-26-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 217,827 sharesChange vs previous 13F +12,258 shares
0.14% of the 13F portfolio, value $6,824,524.
13F-HR 0001079935-26-000003 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 205,569 sharesChange vs previous 13F -2,554 shares
0.14% of the 13F portfolio, value $6,742,665.
13F-HR 0001079935-26-000001 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 208,123 sharesChange vs previous 13F +6,320 shares
0.14% of the 13F portfolio, value $6,684,924.
13F-HR 0001079935-25-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 201,803 sharesChange vs previous 13F +1,626 shares
0.14% of the 13F portfolio, value $6,017,757.
13F-HR 0001811480-25-000006 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 200,177 sharesChange vs previous 13F +1,025 shares
0.14% of the 13F portfolio, value $5,388,771.
13F-HR 0001811480-25-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 199,152 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $5,637,993.
13F-HR 0001811480-25-000002 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).