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Disclosery

Athena Investment Management: SCHG position timeline

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

Athena Investment Management held 119,086 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,086 shares
    Change vs previous 13F -10,250 shares

    2.39% of the 13F portfolio, value $4,029,870.

    13F-HR 0001921093-26-000003 filed by Athena Investment Management
    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 129,336 shares
    Change vs previous 13F +1,034 shares

    1.95% of the 13F portfolio, value $3,767,558.

    13F-HR 0001921093-26-000002 filed by Athena Investment Management
    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 128,302 shares
    Change vs previous 13F +159 shares

    2.14% of the 13F portfolio, value $4,185,211.

    13F-HR 0001921093-26-000001 filed by Athena Investment Management
    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 128,143 shares
    Change vs previous 13F -4 shares

    2.13% of the 13F portfolio, value $4,089,043.

    13F-HR 0001921093-25-000006 filed by Athena Investment Management
    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 128,147 shares
    Change vs previous 13F +146 shares

    2.09% of the 13F portfolio, value $3,743,174.

    13F-HR 0001921093-25-000004 filed by Athena Investment Management
    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 128,001 shares
    Change vs previous 13F +1,764 shares

    1.94% of the 13F portfolio, value $3,205,145.

    13F-HR 0001921093-25-000002 filed by Athena Investment Management
    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 126,237 shares
    Change vs previous 13F +94,857 shares

    2.04% of the 13F portfolio, value $3,518,225.

    13F-HR 0001921093-25-000001 filed by Athena Investment Management
    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 31,380 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $3,269,168.

    13F-HR 0001921093-24-000004 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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