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Disclosery

JT Stratford LLC: SCHG position timeline

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

JT Stratford LLC held 103,466 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,466 shares
    Change vs previous 13F +4,981 shares

    0.38% of the 13F portfolio, value $3,501,273.

    13F-HR 0001689013-26-000003 filed by JT Stratford 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 98,485 shares
    Change vs previous 13F +6,416 shares

    0.37% of the 13F portfolio, value $2,868,880.

    13F-HR 0001689013-26-000002 filed by JT Stratford 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 92,069 shares
    Change vs previous 13F +832 shares

    0.39% of the 13F portfolio, value $3,003,304.

    13F-HR 0001689013-26-000001 filed by JT Stratford 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 91,237 shares
    Change vs previous 13F +9,349 shares

    0.39% of the 13F portfolio, value $2,911,369.

    13F-HR 0001689013-25-000008 filed by JT Stratford 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 81,888 shares
    Change vs previous 13F +8,118 shares

    0.36% of the 13F portfolio, value $2,391,959.

    13F-HR 0001689013-25-000004 filed by JT Stratford 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 73,770 shares
    Change vs previous 13F +23,411 shares

    0.33% of the 13F portfolio, value $1,847,210.

    13F-HR 0001689013-25-000003 filed by JT Stratford 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 50,359 shares
    Change vs previous 13F +40,865 shares

    0.23% of the 13F portfolio, value $1,403,518.

    13F-HR 0001689013-25-000002 filed by JT Stratford 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 9,494 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $989,034.

    13F-HR 0001689013-24-000005 filed by JT Stratford LLC
    Filed (acceptance time not in the bulk data set), ingested

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