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Disclosery

Goepper Burkhardt LLC: SCHG position timeline

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

Goepper Burkhardt LLC held 1,412,525 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,412,525 shares
    Change vs previous 13F +12,462 shares

    14.35% of the 13F portfolio, value $47,799,829.

    13F-HR 0001844142-26-000003 filed by Goepper Burkhardt 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 1,400,063 shares
    Change vs previous 13F +25,347 shares

    13.63% of the 13F portfolio, value $40,783,844.

    13F-HR 0001844142-26-000002 filed by Goepper Burkhardt 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 1,374,716 shares
    Change vs previous 13F +36,040 shares

    14.61% of the 13F portfolio, value $44,843,249.

    13F-HR 0001844142-26-000001 filed by Goepper Burkhardt 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 1,338,676 shares
    Change vs previous 13F +11,566 shares

    14.56% of the 13F portfolio, value $42,717,163.

    13F-HR 0001844142-25-000005 filed by Goepper Burkhardt 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 1,327,110 shares
    Change vs previous 13F +68,592 shares

    14.28% of the 13F portfolio, value $38,764,896.

    13F-HR 0001844142-25-000004 filed by Goepper Burkhardt 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 1,258,518 shares
    Change vs previous 13F +25,740 shares

    12.6% of the 13F portfolio, value $31,513,300.

    13F-HR 0001844142-25-000002 filed by Goepper Burkhardt 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 1,232,778 shares
    Change vs previous 13F +919,825 shares

    13.95% of the 13F portfolio, value $34,357,534.

    13F-HR 0001844142-25-000001 filed by Goepper Burkhardt 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 312,953 shares
    Change vs previous 13F not available

    13.45% of the 13F portfolio, value $32,603,401.

    13F-HR 0001844142-24-000004 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

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