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Disclosery

Councilor Wealth, LLC: SCHG position timeline

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

Councilor Wealth, LLC held 321,048 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 321,048 shares
    Change vs previous 13F -11,925 shares

    4.75% of the 13F portfolio, value $11,535,283.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 332,973 shares
    Change vs previous 13F -8,099 shares

    4.56% of the 13F portfolio, value $11,267,813.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 341,072 shares
    Change vs previous 13F -20,162 shares

    4.82% of the 13F portfolio, value $9,935,428.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 361,234 shares
    Change vs previous 13F -28,009 shares

    5.57% of the 13F portfolio, value $11,783,480.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 389,243 shares
    Change vs previous 13F -18,788 shares

    5.76% of the 13F portfolio, value $12,420,737.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 408,031 shares
    Change vs previous 13F -4,555 shares

    5.57% of the 13F portfolio, value $11,918,602.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 412,586 shares
    Change vs previous 13F +4,770 shares

    5.16% of the 13F portfolio, value $10,331,159.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 407,816 shares
    Change vs previous 13F not available

    5.41% of the 13F portfolio, value $11,365,854.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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