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FORTRESS PRIVATE LEDGER, LLC: SCHG position timeline

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

FORTRESS PRIVATE LEDGER, LLC held 94,155 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,155 shares
    Change vs previous 13F +784 shares

    0.87% of the 13F portfolio, value $3,186,196.

    13F-HR 0001718251-26-000014 filed by FORTRESS PRIVATE LEDGER, 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 93,371 shares
    Change vs previous 13F +12,286 shares

    0.85% of the 13F portfolio, value $2,719,904.

    13F-HR 0001718251-26-000009 filed by FORTRESS PRIVATE LEDGER, 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 81,085 shares
    Change vs previous 13F +2,385 shares

    0.87% of the 13F portfolio, value $2,644,996.

    13F-HR 0001718251-26-000007 filed by FORTRESS PRIVATE LEDGER, 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 78,700 shares
    Change vs previous 13F +856 shares

    0.92% of the 13F portfolio, value $2,511,325.

    13F-HR 0001718251-25-000012 filed by FORTRESS PRIVATE LEDGER, 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 77,844 shares
    Change vs previous 13F +3,748 shares

    1.03% of the 13F portfolio, value $2,273,819.

    13F-HR 0001718251-25-000010 filed by FORTRESS PRIVATE LEDGER, 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 74,096 shares
    Change vs previous 13F +2,635 shares

    1.04% of the 13F portfolio, value $1,855,360.

    13F-HR 0001718251-25-000009 filed by FORTRESS PRIVATE LEDGER, 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 71,461 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,991,612.

    13F-HR 0001718251-25-000005 filed by FORTRESS PRIVATE LEDGER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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