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Disclosery

Finer Wealth Management, Inc.: SCHG position timeline

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

Finer Wealth Management, Inc. held 12,444 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,444 shares
    Change vs previous 13F +185 shares

    0.19% of the 13F portfolio, value $421,107.

    13F-HR 0001929071-26-000004 filed by Finer Wealth Management, 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 12,259 shares
    Change vs previous 13F -302 shares

    0.18% of the 13F portfolio, value $357,105.

    13F-HR 0001929071-26-000002 filed by Finer Wealth Management, 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 12,561 shares
    Change vs previous 13F -156 shares

    0.2% of the 13F portfolio, value $409,740.

    13F-HR 0001929071-26-000001 filed by Finer Wealth Management, 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 12,717 shares
    Change vs previous 13F -905 shares

    0.2% of the 13F portfolio, value $405,799.

    13F-HR 0001929071-25-000002 filed by Finer Wealth Management, 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 13,622 shares
    Change vs previous 13F -1,240 shares

    0.21% of the 13F portfolio, value $397,899.

    13F-HR 0001221073-25-000078 filed by Finer Wealth Management, 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 14,862 shares
    Change vs previous 13F +196 shares

    0.22% of the 13F portfolio, value $372,144.

    13F-HR 0001221073-25-000054 filed by Finer Wealth Management, 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 14,666 shares
    Change vs previous 13F +10,872 shares

    0.23% of the 13F portfolio, value $408,741.

    13F-HR 0001221073-25-000035 filed by Finer Wealth Management, 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 3,794 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $395,259.

    13F-HR 0001221073-24-000101 filed by Finer Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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