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HART & PATTERSON FINANCIAL GROUP LLC: SCHG position timeline

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

HART & PATTERSON FINANCIAL GROUP LLC held 80,160 SCHG shares at 2024-12-31 per its 13F-HR filed 2025-01-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 80,160 shares
    Change vs previous 13F +59,698 shares

    1.09% of the 13F portfolio, value $2,234,059.

    13F-HR 0001754960-25-000014 filed by HART & PATTERSON FINANCIAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 20,462 shares
    Change vs previous 13F -585 shares

    1.01% of the 13F portfolio, value $2,131,731.

    13F-HR 0001754960-24-000487 filed by HART & PATTERSON FINANCIAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 21,047 shares
    Change vs previous 13F +2,020 shares

    1.05% of the 13F portfolio, value $2,122,379.

    13F-HR 0001754960-24-000256 filed by HART & PATTERSON FINANCIAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 19,027 shares
    Change vs previous 13F -1,341 shares

    0.87% of the 13F portfolio, value $1,764,183.

    13F-HR 0001754960-24-000143 filed by HART & PATTERSON FINANCIAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 20,368 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,689,729.

    13F-HR 0001754960-24-000104 filed by HART & PATTERSON FINANCIAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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