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Hidden Cove Wealth Management, LLC: SCHG position timeline

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

Hidden Cove Wealth Management, LLC held 28,414 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,414 shares
    Change vs previous 13F -1,045 shares

    0.53% of the 13F portfolio, value $961,543.

    13F-HR 0002085853-26-000798 filed by Hidden Cove Wealth Management, 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 29,459 shares
    Change vs previous 13F +2,107 shares

    0.55% of the 13F portfolio, value $858,137.

    13F-HR 0002085853-26-000452 filed by Hidden Cove Wealth Management, 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 27,352 shares
    Change vs previous 13F +1,601 shares

    0.58% of the 13F portfolio, value $892,221.

    13F-HR 0002085853-26-000170 filed by Hidden Cove Wealth Management, 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 25,751 shares
    Change vs previous 13F +1,458 shares

    0.54% of the 13F portfolio, value $821,699.

    13F-HR 0002085853-25-000157 filed by Hidden Cove Wealth Management, 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 24,293 shares
    Change vs previous 13F +1,340 shares

    0.51% of the 13F portfolio, value $709,602.

    13F-HR 0001667731-25-000809 filed by Hidden Cove Wealth Management, 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 22,953 shares
    Change vs previous 13F -862 shares

    0.45% of the 13F portfolio, value $574,735.

    13F-HR 0001667731-25-000507 filed by Hidden Cove Wealth Management, 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 23,815 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $663,718.

    13F-HR 0001667731-25-000163 filed by Hidden Cove Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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