Recent filings
The trust's recent EDGAR filings — prospectus updates, shareholder reports, proxy records. Trust-level, so some cover other funds in Schwartz Investment Trust.
| Filed | Filing | Form | |
|---|---|---|---|
| 2026-04-30 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2026-03-03 | Annual shareholder report report | N-CSR | EDGAR → |
| 2026-02-26 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2026-02-06 | Draft prospectus amendment prospectus | 485APOS | EDGAR → |
| 2025-12-29 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2025-11-12 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2025-08-27 | Proxy voting record proxy | N-PX | EDGAR → |
| 2025-08-25 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2025-05-01 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2025-04-28 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2025-04-24 | Additional proxy materials proxy | DEFA14A | EDGAR → |
| 2025-03-13 | Proxy statement proxy | DEF 14A | EDGAR → |
| 2025-03-13 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2025-02-28 | Annual shareholder report report | N-CSR | EDGAR → |
| 2025-02-24 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2025-02-12 | Draft prospectus amendment prospectus | 485APOS | EDGAR → |
| 2025-01-03 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2024-11-12 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2024-09-03 | Proxy voting record proxy | N-PX | EDGAR → |
| 2024-08-23 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2024-04-26 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2024-02-29 | Annual shareholder report report | N-CSR | EDGAR → |
| 2024-02-28 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2023-08-28 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2023-08-16 | Proxy voting record proxy | N-PX | EDGAR → |
| 2023-05-01 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2023-03-01 | Annual shareholder report report | N-CSR | EDGAR → |
| 2023-02-27 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2022-08-26 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2022-08-04 | Proxy voting record proxy | N-PX | EDGAR → |
| 2022-04-29 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2022-03-07 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2022-03-01 | Annual shareholder report report | N-CSR | EDGAR → |
| 2021-08-23 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2021-08-10 | Proxy voting record proxy | N-PX | EDGAR → |
| 2021-04-30 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2021-02-26 | Annual shareholder report report | N-CSR | EDGAR → |
| 2021-02-26 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2021-02-17 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2021-01-04 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2020-08-19 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2020-08-14 | Proxy voting record proxy | N-PX | EDGAR → |
| 2020-05-08 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2020-05-04 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2020-04-29 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2020-03-13 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2020-02-25 | Annual shareholder report report | N-CSR | EDGAR → |
| 2020-02-12 | Draft prospectus amendment prospectus | 485APOS | EDGAR → |
| 2019-12-03 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2019-08-19 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
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