Skip to content
Disclosery

BridgePort Financial Solutions, LLC: SCHG position timeline

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

BridgePort Financial Solutions, LLC held 149,572 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,572 shares
    Change vs previous 13F -611 shares

    1.29% of the 13F portfolio, value $5,061,525.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 150,183 shares
    Change vs previous 13F +4,109 shares

    1.24% of the 13F portfolio, value $4,374,828.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 146,074 shares
    Change vs previous 13F +1,969 shares

    1.28% of the 13F portfolio, value $4,764,921.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 144,105 shares
    Change vs previous 13F +16,433 shares

    1.24% of the 13F portfolio, value $4,598,403.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, 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 127,672 shares
    Change vs previous 13F +97,257 shares

    1.24% of the 13F portfolio, value $3,729,305.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 30,415 shares
    Change vs previous 13F +11,709 shares

    0.34% of the 13F portfolio, value $761,592.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,706 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $501,508.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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