Skip to content
Disclosery

Bestgate Wealth Advisors, LLC: SCHH position timeline

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

Bestgate Wealth Advisors, LLC held 142,527 SCHH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 142,527 shares
    Change vs previous 13F +88,346 shares

    1.99% of the 13F portfolio, value $3,141,284.

    13F-HR 0002055670-26-000006 filed by Bestgate Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,181 shares
    Change vs previous 13F +440 shares

    2.04% of the 13F portfolio, value $1,283,000.

    13F-HR 0002055670-26-000003 filed by Bestgate Wealth Advisors, LLC
    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 53,741 shares
    Change vs previous 13F +8,344 shares

    2.08% of the 13F portfolio, value $1,154,896.

    13F-HR 0002055670-26-000002 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 45,397 shares
    Change vs previous 13F -1,779 shares

    1.67% of the 13F portfolio, value $948,340.

    13F-HR 0002055670-26-000001 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 47,176 shares
    Change vs previous 13F +1,130 shares

    1.8% of the 13F portfolio, value $1,017,590.

    13F-HR 0002055670-25-000006 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 46,046 shares
    Change vs previous 13F 0 shares

    2.05% of the 13F portfolio, value $990,449.

    13F-HR 0002055670-25-000004 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 46,046 shares
    Change vs previous 13F -7,356 shares

    2.05% of the 13F portfolio, value $990,449.

    13F-HR 0002055670-25-000003 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 53,402 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $1,124,646.

    13F-HR 0002055670-25-000001 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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