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Disclosery

J.E. Simmons & Co., P.C.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.E. Simmons & Co., P.C. on SCHG, newest first. How the timeline and the estimate are built.

J.E. Simmons & Co., P.C. held 81,142 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,142 shares
    Change vs previous 13F -1,331 shares

    1.55% of the 13F portfolio, value $2,745,845.

    13F-HR 0001376474-26-000493 filed by J.E. Simmons & Co., P.C.
    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 82,473 shares
    Change vs previous 13F -1,922 shares

    1.61% of the 13F portfolio, value $2,402,438.

    13F-HR 0001376474-26-000304 filed by J.E. Simmons & Co., P.C.
    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 84,395 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $2,752,965.

    13F-HR 0001376474-26-000173 filed by J.E. Simmons & Co., P.C.
    Filed (acceptance time not in the bulk data set), ingested

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