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Beacon Bridge Wealth Partners, LLC: SCHG position timeline

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

Beacon Bridge Wealth Partners, LLC held 266,774 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,774 shares
    Change vs previous 13F +1,169 shares

    2.57% of the 13F portfolio, value $9,027,632.

    13F-HR 0001765380-26-000277 filed by Beacon Bridge Wealth Partners, 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 265,605 shares
    Change vs previous 13F +11,486 shares

    2.59% of the 13F portfolio, value $7,737,074.

    13F-HR 0001765380-26-000151 filed by Beacon Bridge Wealth Partners, 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 254,119 shares
    Change vs previous 13F +11,791 shares

    2.75% of the 13F portfolio, value $8,289,362.

    13F-HR 0001765380-26-000036 filed by Beacon Bridge Wealth Partners, 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 242,328 shares
    Change vs previous 13F +15,832 shares

    2.75% of the 13F portfolio, value $7,732,686.

    13F-HR 0001765380-25-000438 filed by Beacon Bridge Wealth Partners, 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 226,496 shares
    Change vs previous 13F -3,461 shares

    2.63% of the 13F portfolio, value $6,615,948.

    13F-HR 0001765380-25-000264 filed by Beacon Bridge Wealth Partners, 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 229,957 shares
    Change vs previous 13F +2,299 shares

    2.46% of the 13F portfolio, value $5,758,123.

    13F-HR 0001765380-25-000186 filed by Beacon Bridge Wealth Partners, 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 227,658 shares
    Change vs previous 13F +173,075 shares

    2.69% of the 13F portfolio, value $6,344,828.

    13F-HR 0001765380-25-000037 filed by Beacon Bridge Wealth Partners, 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 54,583 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $5,686,457.

    13F-HR 0001765380-24-000431 filed by Beacon Bridge Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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