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Disclosery

Fortitude Advisory Group L.L.C.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortitude Advisory Group L.L.C. on SCHG, newest first. How the timeline and the estimate are built.

Fortitude Advisory Group L.L.C. held 36,545 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,545 shares
    Change vs previous 13F +4,884 shares

    0.5% of the 13F portfolio, value $1,313,057.

    13F-HR 0001928999-26-000006 filed by Fortitude Advisory Group L.L.C.
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,661 shares
    Change vs previous 13F +419 shares

    0.41% of the 13F portfolio, value $1,071,423.

    13F-HR 0001928999-26-000004 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 31,242 shares
    Change vs previous 13F +202 shares

    0.41% of the 13F portfolio, value $910,079.

    13F-HR 0001928999-26-000003 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 31,040 shares
    Change vs previous 13F +137 shares

    0.43% of the 13F portfolio, value $1,012,525.

    13F-HR 0001928999-26-000002 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 30,903 shares
    Change vs previous 13F -70 shares

    0.53% of the 13F portfolio, value $986,115.

    13F-HR 0001928999-25-000006 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 30,973 shares
    Change vs previous 13F +543 shares

    0.52% of the 13F portfolio, value $904,721.

    13F-HR 0001928999-25-000003 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 30,430 shares
    Change vs previous 13F -55 shares

    0.52% of the 13F portfolio, value $724,538.

    13F-HR 0001928999-25-000002 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 30,485 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $849,617.

    13F-HR 0001928999-25-000001 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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