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Disclosery

JBR Co Financial Management Inc: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JBR Co Financial Management Inc on SCHG, newest first. How the timeline and the estimate are built.

JBR Co Financial Management Inc held 31,496 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,496 shares
    Change vs previous 13F -8,788 shares

    0.41% of the 13F portfolio, value $1,074,329.

    13F-HR 0001214659-26-012781 filed by JBR Co Financial Management Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 40,284 shares
    Change vs previous 13F -11,797 shares

    0.5% of the 13F portfolio, value $1,363,211.

    13F-HR 0001214659-26-008370 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 52,081 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $1,698,882.

    13F-HR 0001214659-26-004443 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 52,081 shares
    Change vs previous 13F -2,548 shares

    0.71% of the 13F portfolio, value $1,698,882.

    13F-HR 0001214659-26-000146 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 54,629 shares
    Change vs previous 13F +6,319 shares

    0.74% of the 13F portfolio, value $1,743,211.

    13F-HR 0001214659-25-014902 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 48,310 shares
    Change vs previous 13F -9,756 shares

    0.7% of the 13F portfolio, value $1,411,135.

    13F-HR 0001214659-25-011968 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 58,066 shares
    Change vs previous 13F +264 shares

    0.85% of the 13F portfolio, value $1,453,973.

    13F-HR 0001214659-25-006138 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 57,802 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,610,942.

    13F-HR 0001214659-25-001758 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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