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Fingerlakes Wealth Management, Inc.: SCHG position timeline

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

Fingerlakes Wealth Management, Inc. held 262,572 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 262,572 shares
    Change vs previous 13F +16,812 shares

    4.78% of the 13F portfolio, value $8,885,420.

    13F-HR 0001910248-26-000003 filed by Fingerlakes 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 245,760 shares
    Change vs previous 13F +14,524 shares

    4.75% of the 13F portfolio, value $7,158,989.

    13F-HR 0001910248-26-000002 filed by Fingerlakes 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 231,236 shares
    Change vs previous 13F +12,988 shares

    4.79% of the 13F portfolio, value $7,542,910.

    13F-HR 0001910248-26-000001 filed by Fingerlakes 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 218,248 shares
    Change vs previous 13F +23,155 shares

    4.54% of the 13F portfolio, value $6,964,298.

    13F-HR 0001910248-25-000002 filed by Fingerlakes 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 195,093 shares
    Change vs previous 13F +28,317 shares

    4.25% of the 13F portfolio, value $5,698,675.

    13F-HR 0001085146-25-004321 filed by Fingerlakes 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 166,776 shares
    Change vs previous 13F +15,653 shares

    3.55% of the 13F portfolio, value $4,176,068.

    13F-HR 0001085146-25-002504 filed by Fingerlakes 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 151,123 shares
    Change vs previous 13F +117,774 shares

    3.4% of the 13F portfolio, value $4,211,789.

    13F-HR 0001085146-25-000672 filed by Fingerlakes 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 33,349 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $3,474,295.

    13F-HR 0001085146-24-005248 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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