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Accelerate Investment Advisors LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accelerate Investment Advisors LLC on SCHG, newest first. How the timeline and the estimate are built.

Accelerate Investment Advisors LLC held 10,179 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,179 shares
    Change vs previous 13F +160 shares

    0.2% of the 13F portfolio, value $344,428.

    13F-HR 0001172661-26-003312 filed by Accelerate Investment Advisors 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 10,019 shares
    Change vs previous 13F +224 shares

    0.19% of the 13F portfolio, value $291,847.

    13F-HR 0001213900-26-042947 filed by Accelerate Investment Advisors 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 9,795 shares
    Change vs previous 13F +5 shares

    0.22% of the 13F portfolio, value $319,509.

    13F-HR 0001213900-26-003124 filed by Accelerate Investment Advisors 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 9,790 shares
    Change vs previous 13F -3,044 shares

    0.21% of the 13F portfolio, value $312,415.

    13F-HR 0001213900-25-098277 filed by Accelerate Investment Advisors 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 12,834 shares
    Change vs previous 13F -96 shares

    0.28% of the 13F portfolio, value $374,883.

    13F-HR 0001213900-25-061754 filed by Accelerate Investment Advisors 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 12,930 shares
    Change vs previous 13F -9,512 shares

    0.27% of the 13F portfolio, value $323,767.

    13F-HR 0001213900-25-033475 filed by Accelerate Investment Advisors 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 22,442 shares
    Change vs previous 13F +16,835 shares

    0.55% of the 13F portfolio, value $625,445.

    13F-HR 0001213900-25-002953 filed by Accelerate Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,607 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $584,086.

    13F-HR 0001213900-24-087355 filed by Accelerate Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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