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Fusion Capital, LLC: SCHG position timeline

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

Fusion Capital, LLC held 37,125 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,125 shares
    Change vs previous 13F -761 shares

    0.29% of the 13F portfolio, value $1,256,325.

    13F-HR 0001104659-26-091052 filed by Fusion Capital, 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 37,886 shares
    Change vs previous 13F -2,054 shares

    0.3% of the 13F portfolio, value $1,103,608.

    13F-HR 0001104659-26-060085 filed by Fusion Capital, 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 39,940 shares
    Change vs previous 13F -279 shares

    0.37% of the 13F portfolio, value $1,302,850.

    13F-HR 0001104659-26-010106 filed by Fusion Capital, 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 40,219 shares
    Change vs previous 13F -2,773 shares

    0.39% of the 13F portfolio, value $1,342,498.

    13F-HR 0001104659-25-106767 filed by Fusion Capital, 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 42,992 shares
    Change vs previous 13F +16 shares

    0.43% of the 13F portfolio, value $1,255,789.

    13F-HR 0001104659-25-075642 filed by Fusion Capital, 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 42,976 shares
    Change vs previous 13F -2,768 shares

    0.41% of the 13F portfolio, value $1,076,124.

    13F-HR 0001104659-25-049192 filed by Fusion Capital, 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 45,744 shares
    Change vs previous 13F +33,705 shares

    0.51% of the 13F portfolio, value $1,274,884.

    13F-HR 0001104659-25-009449 filed by Fusion Capital, LLC
    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 12,039 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,254,238.

    13F-HR 0001104659-24-116505 filed by Fusion Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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