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GWN SECURITIES INC.: SCHG position timeline

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

GWN SECURITIES INC. held 46,358 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,358 shares
    Change vs previous 13F +11,289 shares

    0.26% of the 13F portfolio, value $1,568,738.

    13F-HR 0001172661-26-003076 filed by GWN SECURITIES INC.
    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 35,069 shares
    Change vs previous 13F -11,293 shares

    0.2% of the 13F portfolio, value $1,021,579.

    13F-HR 0001172661-26-001999 filed by GWN SECURITIES INC.
    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 46,362 shares
    Change vs previous 13F +6,006 shares

    0.31% of the 13F portfolio, value $1,512,345.

    13F-HR 0001172661-26-000619 filed by GWN SECURITIES INC.
    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 40,356 shares
    Change vs previous 13F -22,416 shares

    0.3% of the 13F portfolio, value $1,288,151.

    13F-HR 0001172661-25-004439 filed by GWN SECURITIES INC.
    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 62,772 shares
    Change vs previous 13F +9,062 shares

    0.34% of the 13F portfolio, value $1,834,439.

    13F-HR 0001172661-25-002843 filed by GWN SECURITIES INC.
    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 53,710 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,406,512.

    13F-HR 0001172661-25-002180 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

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