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Disclosery

AMARA FINANCIAL, LLC.: SCHG position timeline

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

AMARA FINANCIAL, LLC. held 315,465 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 315,465 shares
    Change vs previous 13F -451 shares

    6.39% of the 13F portfolio, value $10,675,347.

    13F-HR 0001934965-26-000004 filed by AMARA FINANCIAL, 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 315,916 shares
    Change vs previous 13F +74,652 shares

    6.34% of the 13F portfolio, value $9,202,630.

    13F-HR 0001934965-26-000002 filed by AMARA FINANCIAL, 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 241,264 shares
    Change vs previous 13F -237 shares

    5.45% of the 13F portfolio, value $7,870,025.

    13F-HR 0001934965-26-000001 filed by AMARA FINANCIAL, 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 241,501 shares
    Change vs previous 13F -353 shares

    5.68% of the 13F portfolio, value $7,706,301.

    13F-HR 0001934965-25-000002 filed by AMARA FINANCIAL, 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 241,854 shares
    Change vs previous 13F +101,722 shares

    6.22% of the 13F portfolio, value $7,064,557.

    13F-HR 0001085146-25-004793 filed by AMARA FINANCIAL, 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 140,132 shares
    Change vs previous 13F +38,327 shares

    3.24% of the 13F portfolio, value $3,508,903.

    13F-HR 0001085146-25-002343 filed by AMARA FINANCIAL, 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 101,805 shares
    Change vs previous 13F +76,108 shares

    2.62% of the 13F portfolio, value $2,837,319.

    13F-HR 0001085146-25-000844 filed by AMARA FINANCIAL, 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 25,697 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $2,677,160.

    13F-HR 0001085146-24-005438 filed by AMARA FINANCIAL, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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