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AFFINITY WEALTH LLC: SCHG position timeline

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

AFFINITY WEALTH LLC held 1,659,345 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,659,345 shares
    Change vs previous 13F +104,998 shares

    30.16% of the 13F portfolio, value $56,152,235.

    13F-HR 0002111764-26-000007 filed by AFFINITY WEALTH 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 1,554,347 shares
    Change vs previous 13F +248,863 shares

    28.9% of the 13F portfolio, value $45,278,128.

    13F-HR 0002111764-26-000006 filed by AFFINITY WEALTH 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 1,305,484 shares
    Change vs previous 13F +99,093 shares

    29.14% of the 13F portfolio, value $42,584,888.

    13F-HR 0002111764-26-000005 filed by AFFINITY WEALTH 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 1,206,391 shares
    Change vs previous 13F -51,170 shares

    29.27% of the 13F portfolio, value $38,495,937.

    13F-HR 0002111764-26-000004 filed by AFFINITY WEALTH 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 1,257,561 shares
    Change vs previous 13F +83,582 shares

    31.29% of the 13F portfolio, value $36,733,357.

    13F-HR 0002111764-26-000003 filed by AFFINITY WEALTH 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 1,173,979 shares
    Change vs previous 13F +61,713 shares

    30.07% of the 13F portfolio, value $29,396,434.

    13F-HR 0002111764-26-000002 filed by AFFINITY WEALTH 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 1,112,266 shares
    Change vs previous 13F not available

    31.58% of the 13F portfolio, value $30,998,853.

    13F-HR 0002111764-26-000001 filed by AFFINITY WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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