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Global Assets Advisory, LLC: SCHG position timeline

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

Global Assets Advisory, LLC held 18,085 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,085 shares
    Change vs previous 13F +18,085 shares

    0.13% of the 13F portfolio, value $618,681.

    13F-HR 0001420506-26-001303 filed by Global Assets Advisory, 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 0 shares
    Change vs previous 13F -17,025 shares

    13F-HR 0001420506-26-000778 filed by Global Assets Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 17,025 shares
    Change vs previous 13F -705 shares

    0.16% of the 13F portfolio, value $555,344.

    13F-HR 0001420506-26-000219 filed by Global Assets Advisory, 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 17,730 shares
    Change vs previous 13F +706 shares

    0.17% of the 13F portfolio, value $565,769.

    13F-HR 0001420506-25-002952 filed by Global Assets Advisory, 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 17,024 shares
    Change vs previous 13F -34,048 shares

    0.19% of the 13F portfolio, value $492,334.

    13F-HR 0001420506-25-001562 filed by Global Assets Advisory, 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 51,072 shares
    Change vs previous 13F +34,048 shares

    0.23% of the 13F portfolio, value $1,231,857.

    13F-HR 0001420506-25-000811 filed by Global Assets Advisory, 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 17,024 shares
    Change vs previous 13F +12,768 shares

    0.26% of the 13F portfolio, value $473,948.

    13F-HR 0001420506-25-000476 filed by Global Assets Advisory, 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 4,256 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $437,091.

    13F-HR 0001420506-24-002159 filed by Global Assets Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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