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Disclosery

Brightwater Advisory LLC: SCHG position timeline

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

Brightwater Advisory LLC held 7,049 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,049 shares
    Change vs previous 13F -2,788 shares

    0.15% of the 13F portfolio, value $238,538.

    13F-HR 0002034566-26-000003 filed by Brightwater Advisory 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 9,837 shares
    Change vs previous 13F +426 shares

    0.19% of the 13F portfolio, value $286,552.

    13F-HR 0002034566-26-000002 filed by Brightwater Advisory 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 9,411 shares
    Change vs previous 13F +153 shares

    0.21% of the 13F portfolio, value $306,987.

    13F-HR 0002034566-26-000001 filed by Brightwater Advisory 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 9,258 shares
    Change vs previous 13F +157 shares

    0.2% of the 13F portfolio, value $295,423.

    13F-HR 0002034566-25-000008 filed by Brightwater Advisory 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/A 9,101 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $265,840.

    13F-HR/A 0002034566-25-000005 filed by Brightwater Advisory 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/A 9,101 shares
    Change vs previous 13F +380 shares

    0.18% of the 13F portfolio, value $227,889.

    13F-HR/A 0002034566-25-000003 filed by Brightwater Advisory 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 8,721 shares
    Change vs previous 13F +6,447 shares

    0.19% of the 13F portfolio, value $243,054.

    13F-HR 0002034566-25-000001 filed by Brightwater Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,274 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $236,905.

    13F-HR 0002034566-24-000004 filed by Brightwater Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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