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Bestgate Wealth Advisors, LLC: SCHI position timeline

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

Bestgate Wealth Advisors, LLC held 279,386 SCHI 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 279,386 shares
    Change vs previous 13F +196,704 shares

    3.79% of the 13F portfolio, value $5,990,029.

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

  2. period ended2026-06-30
    13F 82,682 shares
    Change vs previous 13F +2,187 shares

    2.98% of the 13F portfolio, value $1,871,931.

    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 80,495 shares
    Change vs previous 13F +41,703 shares

    3.29% of the 13F portfolio, value $1,825,620.

    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 38,792 shares
    Change vs previous 13F +1,635 shares

    1.57% of the 13F portfolio, value $891,061.

    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 37,157 shares
    Change vs previous 13F +1,999 shares

    1.51% of the 13F portfolio, value $857,585.

    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 35,158 shares
    Change vs previous 13F 0 shares

    1.64% of the 13F portfolio, value $789,649.

    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 35,158 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $789,649.

    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).