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HOLDERNESS INVESTMENTS CO: SCHG position timeline

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

HOLDERNESS INVESTMENTS CO held 7,868 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 7,868 shares
    Change vs previous 13F +573 shares

    0.04% of the 13F portfolio, value $266,248.

    13F-HR 0001184820-26-000004 filed by HOLDERNESS INVESTMENTS CO
    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 7,295 shares
    Change vs previous 13F +601 shares

    0.04% of the 13F portfolio, value $212,512.

    13F-HR 0001184820-26-000002 filed by HOLDERNESS INVESTMENTS CO
    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 6,694 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $218,358.

    13F-HR 0001184820-26-000001 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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