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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

  1. period ended2026-06-30
    13F 92,584 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 85,778 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 72,677 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 51,860 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 10,032 shares
    Change 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), ingested

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