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Global Wealth Strategies & Associates: SCHG position timeline

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

Global Wealth Strategies & Associates held 23,832 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,832 shares
    Change vs previous 13F -50 shares

    0.16% of the 13F portfolio, value $856,299.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,882 shares
    Change vs previous 13F -2,174 shares

    0.15% of the 13F portfolio, value $808,179.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    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 26,056 shares
    Change vs previous 13F -9,360 shares

    0.19% of the 13F portfolio, value $759,020.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    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 35,416 shares
    Change vs previous 13F +6,058 shares

    0.29% of the 13F portfolio, value $1,155,281.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    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 29,358 shares
    Change vs previous 13F +23,538 shares

    0.24% of the 13F portfolio, value $936,799.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    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 5,820 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $170,002.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    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 5,820 shares
    Change vs previous 13F +36 shares

    0.04% of the 13F portfolio, value $145,733.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    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 5,784 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $161,200.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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