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Disclosery

Elevated Financial Group LLC: SCHG position timeline

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

Elevated Financial Group LLC held 120,564 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,564 shares
    Change vs previous 13F -16,690 shares

    1.15% of the 13F portfolio, value $4,079,869.

    13F-HR 0002063915-26-000005 filed by Elevated Financial Group 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 137,254 shares
    Change vs previous 13F -15,319 shares

    1.33% of the 13F portfolio, value $3,998,206.

    13F-HR 0002063915-26-000004 filed by Elevated Financial Group 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 152,573 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $4,976,932.

    13F-HR 0002063915-26-000002 filed by Elevated Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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