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James J. Burns & Company, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of James J. Burns & Company, LLC on SCHG, newest first. How the timeline and the estimate are built.

James J. Burns & Company, LLC held 588,416 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 588,416 shares
    Change vs previous 13F -9,107 shares

    2.16% of the 13F portfolio, value $19,912,020.

    13F-HR 0002063364-26-000255 filed by James J. Burns & Company, 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 597,523 shares
    Change vs previous 13F -1,605 shares

    2.36% of the 13F portfolio, value $17,405,818.

    13F-HR 0002063364-26-000103 filed by James J. Burns & Company, 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 599,128 shares
    Change vs previous 13F -12,694 shares

    2.7% of the 13F portfolio, value $19,543,543.

    13F-HR 0002063364-26-000022 filed by James J. Burns & Company, 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 611,822 shares
    Change vs previous 13F -14,006 shares

    2.91% of the 13F portfolio, value $19,523,239.

    13F-HR 0002063364-25-000238 filed by James J. Burns & Company, 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 625,828 shares
    Change vs previous 13F -14,357 shares

    2.98% of the 13F portfolio, value $18,280,434.

    13F-HR 0002063364-25-000137 filed by James J. Burns & Company, 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 640,185 shares
    Change vs previous 13F -13,644 shares

    2.87% of the 13F portfolio, value $16,030,198.

    13F-HR 0002063364-25-000009 filed by James J. Burns & Company, 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 653,829 shares
    Change vs previous 13F +485,970 shares

    3.17% of the 13F portfolio, value $18,223,000.

    13F-HR 0001949059-25-000003 filed by James J. Burns & Company, 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 167,859 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $17,487,000.

    13F-HR 0001949059-24-000011 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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