BG Investment Services, LLC: SCHG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BG Investment Services, LLC on SCHG, newest first. How the timeline and the estimate are built.
BG Investment Services, LLC held 92,584 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 92,584 sharesChange vs previous 13F +6,806 shares
2.26% of the 13F portfolio, value $3,133,043.
13F-HR 0001873989-26-000003 filed by BG Investment Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 85,778 sharesChange vs previous 13F +13,101 shares
2.07% of the 13F portfolio, value $2,498,721.
13F-HR 0001873989-26-000002 filed by BG Investment Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 72,677 sharesChange vs previous 13F +20,817 shares
2.11% of the 13F portfolio, value $2,370,717.
13F-HR 0001873989-26-000001 filed by BG Investment Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 51,860 sharesChange vs previous 13F +41,828 shares
1.63% of the 13F portfolio, value $1,654,846.
13F-HR 0001873989-25-000003 filed by BG Investment Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,032 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $293,047.
13F-HR 0001085146-25-004307 filed by BG Investment Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).