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INVENIO WEALTH PARTNERS LLC: SCHG position timeline

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

INVENIO WEALTH PARTNERS LLC held 651,596 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 651,596 shares
    Change vs previous 13F -10,608 shares

    7.9% of the 13F portfolio, value $22,050,009.

    13F-HR 0001989341-26-000004 filed by INVENIO WEALTH PARTNERS 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 662,204 shares
    Change vs previous 13F -25,899 shares

    7.66% of the 13F portfolio, value $19,290,003.

    13F-HR 0001989341-26-000003 filed by INVENIO WEALTH PARTNERS 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 688,103 shares
    Change vs previous 13F -15,165 shares

    8.34% of the 13F portfolio, value $22,445,920.

    13F-HR 0001989341-26-000002 filed by INVENIO WEALTH PARTNERS 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 703,268 shares
    Change vs previous 13F +21,083 shares

    8.17% of the 13F portfolio, value $22,441,282.

    13F-HR 0001989341-25-000004 filed by INVENIO WEALTH PARTNERS 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 682,185 shares
    Change vs previous 13F +14,571 shares

    7.92% of the 13F portfolio, value $19,926,624.

    13F-HR 0001988408-25-000009 filed by INVENIO WEALTH PARTNERS 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 667,614 shares
    Change vs previous 13F +158,787 shares

    7.02% of the 13F portfolio, value $16,717,055.

    13F-HR 0001982776-25-000004 filed by INVENIO WEALTH PARTNERS 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 508,827 shares
    Change vs previous 13F +393,415 shares

    5.94% of the 13F portfolio, value $14,181,008.

    13F-HR 0001989341-25-000001 filed by INVENIO WEALTH PARTNERS 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 115,412 shares
    Change vs previous 13F not available

    5.2% of the 13F portfolio, value $12,023,623.

    13F-HR 0001989341-24-000005 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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