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Grey Ledge Advisors, LLC: SCHG position timeline

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

Grey Ledge Advisors, LLC held 235,071 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 235,071 shares
    Change vs previous 13F -6,154 shares

    1.6% of the 13F portfolio, value $7,954,836.

    13F-HR 0001660694-26-000003 filed by Grey Ledge Advisors, 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 241,225 shares
    Change vs previous 13F +5,968 shares

    1.59% of the 13F portfolio, value $7,027,290.

    13F-HR 0001660694-26-000002 filed by Grey Ledge Advisors, 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 235,257 shares
    Change vs previous 13F +2,940 shares

    1.74% of the 13F portfolio, value $7,674,078.

    13F-HR 0001660694-26-000001 filed by Grey Ledge Advisors, 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 232,317 shares
    Change vs previous 13F +24,523 shares

    1.68% of the 13F portfolio, value $7,417,265.

    13F-HR 0001660694-25-000007 filed by Grey Ledge Advisors, 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 207,794 shares
    Change vs previous 13F -18,247 shares

    1.48% of the 13F portfolio, value $6,064,686.

    13F-HR 0001660694-25-000004 filed by Grey Ledge Advisors, 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 226,041 shares
    Change vs previous 13F -17,450 shares

    1.49% of the 13F portfolio, value $5,681,622.

    13F-HR 0001660694-25-000003 filed by Grey Ledge Advisors, 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 243,491 shares
    Change vs previous 13F +185,429 shares

    1.75% of the 13F portfolio, value $6,786,099.

    13F-HR 0001398344-25-000847 filed by Grey Ledge Advisors, 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 58,062 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $6,048,906.

    13F-HR 0001398344-24-019448 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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