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Copley Financial Group, Inc.: SCHG position timeline

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

Copley Financial Group, Inc. held 8,803 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,803 shares
    Change vs previous 13F -242 shares

    0.18% of the 13F portfolio, value $297,894.

    13F-HR 0002045258-26-000003 filed by Copley Financial Group, 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 9,045 shares
    Change vs previous 13F -535 shares

    0.16% of the 13F portfolio, value $263,481.

    13F-HR 0002045258-26-000002 filed by Copley Financial Group, 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 9,580 shares
    Change vs previous 13F +52 shares

    0.19% of the 13F portfolio, value $312,500.

    13F-HR 0002045258-26-000001 filed by Copley Financial Group, Inc.
    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 9,528 shares
    Change vs previous 13F +226 shares

    0.21% of the 13F portfolio, value $304,039.

    13F-HR 0002045258-25-000006 filed by Copley Financial Group, Inc.
    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 9,302 shares
    Change vs previous 13F -1,352 shares

    0.2% of the 13F portfolio, value $271,711.

    13F-HR 0002045258-25-000004 filed by Copley Financial Group, Inc.
    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 10,654 shares
    Change vs previous 13F -2,196 shares

    0.2% of the 13F portfolio, value $266,776.

    13F-HR/A 0002045258-25-000003 filed by Copley Financial Group, Inc.
    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 12,850 shares
    Change vs previous 13F +10,186 shares

    0.27% of the 13F portfolio, value $358,129.

    13F-HR 0002045258-25-000001 filed by Copley Financial Group, Inc.
    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 2,664 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $277,536.

    13F-HR 0002045258-24-000002 filed by Copley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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