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Disclosery

Flagship Private Wealth, LLC: SCHG position timeline

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

Flagship Private Wealth, LLC held 0 SCHG shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -11,061 shares

    13F-HR 0002085853-26-000487 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 11,061 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $360,821.

    13F-HR 0002085853-26-000195 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 11,061 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $352,968.

    13F-HR 0002085853-25-000213 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F/A 11,061 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $323,102.

    13F-HR/A 0001667731-25-001056 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 11,061 shares
    Change vs previous 13F -1,349 shares

    0.13% of the 13F portfolio, value $276,976.

    13F-HR 0001667731-25-000427 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 12,410 shares
    Change vs previous 13F +9,307 shares

    0.17% of the 13F portfolio, value $345,876.

    13F-HR 0001667731-25-000072 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,103 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $323,228.

    13F-HR 0001842560-24-000004 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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