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Aventus Investment Advisors, Inc.: SCHG position timeline

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

Aventus Investment Advisors, Inc. held 77,791 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 77,791 shares
    Change vs previous 13F -672 shares

    2.04% of the 13F portfolio, value $2,795,031.

    13F-HR 0002093055-26-000004 filed by Aventus Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 78,463 shares
    Change vs previous 13F +1,249 shares

    1.95% of the 13F portfolio, value $2,655,188.

    13F-HR 0002093055-26-000003 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 77,214 shares
    Change vs previous 13F -1,736 shares

    1.9% of the 13F portfolio, value $2,249,244.

    13F-HR 0002093055-26-000002 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 78,950 shares
    Change vs previous 13F -60 shares

    2.09% of the 13F portfolio, value $2,575,349.

    13F-HR 0002093055-26-000001 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 79,010 shares
    Change vs previous 13F -1,996 shares

    2.15% of the 13F portfolio, value $2,521,209.

    13F-HR 0002093055-25-000002 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 81,006 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $2,366,185.

    13F-HR 0002093055-25-000003 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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