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Affinity Capital Advisors, LLC: SCHG position timeline

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

Affinity Capital Advisors, LLC held 288,173 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 288,173 shares
    Change vs previous 13F -591 shares

    1.23% of the 13F portfolio, value $9,950,601.

    13F-HR 0001810023-26-000004 filed by Affinity Capital 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 288,764 shares
    Change vs previous 13F -1,126 shares

    1.18% of the 13F portfolio, value $8,411,687.

    13F-HR 0001810023-26-000002 filed by Affinity Capital 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 289,890 shares
    Change vs previous 13F -13,876 shares

    1.31% of the 13F portfolio, value $9,456,207.

    13F-HR 0001810023-26-000001 filed by Affinity Capital 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 303,766 shares
    Change vs previous 13F -1,069 shares

    1.5% of the 13F portfolio, value $9,775,191.

    13F-HR 0001085146-25-005856 filed by Affinity Capital 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 304,835 shares
    Change vs previous 13F -8,521 shares

    1.53% of the 13F portfolio, value $8,904,231.

    13F-HR 0001085146-25-003684 filed by Affinity Capital 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 313,356 shares
    Change vs previous 13F -15,001 shares

    1.51% of the 13F portfolio, value $7,633,340.

    13F-HR 0001085146-25-002129 filed by Affinity Capital 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 328,357 shares
    Change vs previous 13F +245,690 shares

    1.74% of the 13F portfolio, value $9,230,127.

    13F-HR 0001085146-25-000176 filed by Affinity Capital 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 82,667 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $8,612,289.

    13F-HR 0001085146-24-004660 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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