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AllGen Financial Advisors, Inc.: SCHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AllGen Financial Advisors, Inc. on SCHQ, newest first. How the timeline and the estimate are built.

AllGen Financial Advisors, Inc. held 221,736 SCHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 221,736 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $6,940,324.

    13F-HR 0002085853-26-000800 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).