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GILPIN WEALTH MANAGEMENT, LLC: SCHG position timeline

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

GILPIN WEALTH MANAGEMENT, LLC held 4,270 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,270 shares
    Change vs previous 13F +902 shares

    0.1% of the 13F portfolio, value $153,422.

    13F-HR 0002058144-26-000008 filed by GILPIN WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,368 shares
    Change vs previous 13F +3,091 shares

    0.08% of the 13F portfolio, value $113,974.

    13F-HR 0002058144-26-000006 filed by GILPIN WEALTH MANAGEMENT, LLC
    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 277 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,070.

    13F-HR 0002058144-26-000004 filed by GILPIN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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