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CGN Advisors LLC: SCHG position timeline

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

CGN Advisors LLC held 42,147 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,147 shares
    Change vs previous 13F +574 shares

    0.1% of the 13F portfolio, value $1,426,254.

    13F-HR 0001841506-26-000004 filed by CGN Advisors 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 41,573 shares
    Change vs previous 13F +2,073 shares

    0.1% of the 13F portfolio, value $1,211,021.

    13F-HR 0001841506-26-000003 filed by CGN Advisors 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 39,500 shares
    Change vs previous 13F -759 shares

    0.1% of the 13F portfolio, value $1,288,490.

    13F-HR 0001841506-26-000001 filed by CGN Advisors 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 40,259 shares
    Change vs previous 13F +8,948 shares

    0.11% of the 13F portfolio, value $1,284,665.

    13F-HR 0001841506-25-000008 filed by CGN Advisors 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 31,311 shares
    Change vs previous 13F +2,296 shares

    0.08% of the 13F portfolio, value $914,582.

    13F-HR 0001841506-25-000005 filed by CGN Advisors 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 29,015 shares
    Change vs previous 13F +1,152 shares

    0.07% of the 13F portfolio, value $726,525.

    13F-HR 0001841506-25-000002 filed by CGN Advisors 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 27,863 shares
    Change vs previous 13F +20,336 shares

    0.08% of the 13F portfolio, value $776,530.

    13F-HR 0001841506-25-000001 filed by CGN Advisors 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 7,527 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $784,163.

    13F-HR 0001841506-24-000008 filed by CGN Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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