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CFG Wealth Management Services, Inc.: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFG Wealth Management Services, Inc. on SCHV, newest first. How the timeline and the estimate are built.

CFG Wealth Management Services, Inc. held 143,142 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,142 shares
    Change vs previous 13F 0 shares

    4.1% of the 13F portfolio, value $4,365,831.

    13F-HR 0002133547-26-000003 filed by CFG Wealth Management Services, Inc.
    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 143,142 shares
    Change vs previous 13F -573 shares

    3.96% of the 13F portfolio, value $4,365,831.

    13F-HR 0002133547-26-000002 filed by CFG Wealth Management Services, Inc.
    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 143,715 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $4,255,401.

    13F-HR 0002133547-26-000001 filed by CFG Wealth Management Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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