Skip to content
Disclosery

Elite Financial, Inc.: SCHG position timeline

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

Elite Financial, Inc. held 435,197 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 435,197 shares
    Change vs previous 13F -4,073 shares

    5.95% of the 13F portfolio, value $14,727,000.

    13F-HR 0002059349-26-000003 filed by Elite Financial, 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 439,270 shares
    Change vs previous 13F -4,486 shares

    5.74% of the 13F portfolio, value $12,795,000.

    13F-HR 0002059349-26-000002 filed by Elite Financial, 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 443,756 shares
    Change vs previous 13F -1,692 shares

    6.58% of the 13F portfolio, value $14,475,000.

    13F-HR 0002059349-26-000001 filed by Elite Financial, 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 445,448 shares
    Change vs previous 13F -760 shares

    6.75% of the 13F portfolio, value $14,730,000.

    13F-HR 0002059349-25-000005 filed by Elite Financial, 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 446,208 shares
    Change vs previous 13F +719 shares

    6.61% of the 13F portfolio, value $13,435,000.

    13F-HR 0002059349-25-000002 filed by Elite Financial, 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 445,489 shares
    Change vs previous 13F +98,097 shares

    5.9% of the 13F portfolio, value $11,155,000.

    13F-HR 0002057074-25-000003 filed by Elite Financial, 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 347,392 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $9,681,000.

    13F-HR 0002059349-25-000001 filed by Elite Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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