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Disclosery

Blue Barn Wealth, LLC: SCHG position timeline

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

Blue Barn Wealth, LLC held 18,775 SCHG shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 18,775 shares
    Change vs previous 13F -115,508 shares

    0.89% of the 13F portfolio, value $612,438.

    13F-HR 0001879206-26-000001 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 134,283 shares
    Change vs previous 13F -12,185 shares

    1.88% of the 13F portfolio, value $4,284,975.

    13F-HR 0001879206-25-000005 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 146,468 shares
    Change vs previous 13F -1,736 shares

    2.02% of the 13F portfolio, value $4,278,210.

    13F-HR 0001879206-25-000003 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 148,204 shares
    Change vs previous 13F -4,189 shares

    1.94% of the 13F portfolio, value $3,711,023.

    13F-HR 0001879206-25-000002 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 152,393 shares
    Change vs previous 13F +114,189 shares

    2.24% of the 13F portfolio, value $4,247,193.

    13F-HR 0001879206-25-000001 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 38,204 shares
    Change vs previous 13F +25,406 shares

    2.04% of the 13F portfolio, value $3,980,101.

    13F-HR 0001879206-24-000005 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 12,798 shares
    Change vs previous 13F -27,362 shares

    2.17% of the 13F portfolio, value $3,891,873.

    13F-HR 0001879206-24-000004 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 40,160 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $3,723,675.

    13F-HR 0001879206-24-000002 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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