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Disclosery

Elser Financial Planning, Inc: SCHG position timeline

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

Elser Financial Planning, Inc held 32,277 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,277 shares
    Change vs previous 13F +17 shares

    0.05% of the 13F portfolio, value $1,092,247.

    13F-HR 0002085853-26-000729 filed by Elser Financial Planning, 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 32,260 shares
    Change vs previous 13F +26 shares

    0.05% of the 13F portfolio, value $938,917.

    13F-HR 0002085853-26-000387 filed by Elser Financial Planning, 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 32,234 shares
    Change vs previous 13F +47 shares

    0.76% of the 13F portfolio, value $1,051,487.

    13F-HR 0001754960-26-000078 filed by Elser Financial Planning, 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 32,187 shares
    Change vs previous 13F +75 shares

    1.25% of the 13F portfolio, value $1,035,788.

    13F-HR 0001754960-25-000711 filed by Elser Financial Planning, 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/A 32,112 shares
    Change vs previous 13F +10,928 shares

    1.17% of the 13F portfolio, value $937,999.

    13F-HR/A 0001754960-25-000447 filed by Elser Financial Planning, 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 21,184 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $530,454.

    13F-HR 0001754960-25-000232 filed by Elser Financial Planning, 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 21,184 shares
    Change vs previous 13F +15,888 shares

    0.04% of the 13F portfolio, value $590,406.

    13F-HR 0001754960-25-000077 filed by Elser Financial Planning, 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 5,296 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $551,765.

    13F-HR 0001754960-24-000503 filed by Elser Financial Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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