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Forefront Wealth Partners, LLC: SCHG position timeline

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

Forefront Wealth Partners, LLC held 148,904 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,904 shares
    Change vs previous 13F +15,783 shares

    1.56% of the 13F portfolio, value $5,038,909.

    13F-HR 0002063364-26-000314 filed by Forefront Wealth Partners, LLC
    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 133,121 shares
    Change vs previous 13F -8,537 shares

    1.62% of the 13F portfolio, value $3,877,803.

    13F-HR 0002063364-26-000107 filed by Forefront Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 141,658 shares
    Change vs previous 13F +6,112 shares

    2.19% of the 13F portfolio, value $4,620,890.

    13F-HR 0002063364-26-000056 filed by Forefront Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 135,546 shares
    Change vs previous 13F +90,006 shares

    1.09% of the 13F portfolio, value $4,325,284.

    13F-HR 0002063364-25-000240 filed by Forefront Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 45,540 shares
    Change vs previous 13F +18,125 shares

    0.87% of the 13F portfolio, value $1,269,200.

    13F-HR 0002063364-25-000212 filed by Forefront Wealth Partners, LLC
    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 27,415 shares
    Change vs previous 13F -18,125 shares

    0.47% of the 13F portfolio, value $686,472.

    13F-HR 0002063364-25-000089 filed by Forefront Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 45,540 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,269,200.

    13F-HR 0002063364-25-000087 filed by Forefront Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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