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Checchi Capital Advisers, LLC: ISHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Checchi Capital Advisers, LLC on ISHG, newest first. How the timeline and the estimate are built.

Checchi Capital Advisers, LLC held 181,581 ISHG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,581 shares
    Change vs previous 13F -556 shares

    0.86% of the 13F portfolio, value $13,481,481.

    13F-HR 0001598186-26-000003 filed by Checchi Capital Advisers, 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 182,137 shares
    Change vs previous 13F -6,262 shares

    0.93% of the 13F portfolio, value $13,511,688.

    13F-HR 0001598186-26-000002 filed by Checchi Capital Advisers, 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 188,399 shares
    Change vs previous 13F +320 shares

    0.96% of the 13F portfolio, value $14,175,141.

    13F-HR 0001598186-26-000001 filed by Checchi Capital Advisers, 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 188,079 shares
    Change vs previous 13F -4,750 shares

    0.98% of the 13F portfolio, value $14,327,858.

    13F-HR 0001598186-25-000003 filed by Checchi Capital Advisers, 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 192,829 shares
    Change vs previous 13F -9,686 shares

    1.03% of the 13F portfolio, value $14,762,988.

    13F-HR 0001085146-25-004026 filed by Checchi Capital Advisers, 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 202,515 shares
    Change vs previous 13F -5,497 shares

    1.01% of the 13F portfolio, value $14,253,006.

    13F-HR 0001085146-25-002398 filed by Checchi Capital Advisers, 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 208,012 shares
    Change vs previous 13F -12,374 shares

    1.05% of the 13F portfolio, value $14,013,768.

    13F-HR 0001085146-25-000800 filed by Checchi Capital Advisers, 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 220,386 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $16,303,054.

    13F-HR 0001085146-24-005324 filed by Checchi Capital Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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