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GUERRA PAN ADVISORS, LLC: SCHG position timeline

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

GUERRA PAN ADVISORS, LLC held 122,979 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,979 shares
    Change vs previous 13F -6,056 shares

    2.32% of the 13F portfolio, value $4,161,609.

    13F-HR 0001951757-26-001254 filed by GUERRA PAN 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 129,035 shares
    Change vs previous 13F -3,267 shares

    2.33% of the 13F portfolio, value $3,758,790.

    13F-HR 0001951757-26-000824 filed by GUERRA PAN 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 132,302 shares
    Change vs previous 13F -2,759 shares

    2.56% of the 13F portfolio, value $4,315,691.

    13F-HR 0001951757-26-000055 filed by GUERRA PAN 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 135,061 shares
    Change vs previous 13F +3 shares

    2.61% of the 13F portfolio, value $4,309,787.

    13F-HR 0001951757-25-001388 filed by GUERRA PAN 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 135,058 shares
    Change vs previous 13F +9,263 shares

    2.6% of the 13F portfolio, value $3,945,051.

    13F-HR 0001951757-25-001061 filed by GUERRA PAN 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 125,795 shares
    Change vs previous 13F +2,110 shares

    2.47% of the 13F portfolio, value $3,149,899.

    13F-HR 0001951757-25-000463 filed by GUERRA PAN 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 123,685 shares
    Change vs previous 13F +103,293 shares

    2.5% of the 13F portfolio, value $3,447,095.

    13F-HR 0001951757-25-000081 filed by GUERRA PAN 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 20,392 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $2,124,451.

    13F-HR 0001951757-24-001155 filed by GUERRA PAN ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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