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KELLEHER FINANCIAL ADVISORS: SCHG position timeline

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

KELLEHER FINANCIAL ADVISORS held 0 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 0 shares
    Change vs previous 13F -34,720 shares

    13F-HR 0001999371-26-017142 filed by KELLEHER FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 34,720 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,011,394.

    13F-HR 0001999371-26-010268 filed by KELLEHER FINANCIAL ADVISORS
    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 34,720 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,132,566.

    13F-HR 0001999371-26-001248 filed by KELLEHER FINANCIAL ADVISORS
    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 34,720 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,107,915.

    13F-HR 0001999371-25-017935 filed by KELLEHER FINANCIAL ADVISORS
    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 34,720 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,014,171.

    13F-HR 0001172661-25-002961 filed by KELLEHER FINANCIAL ADVISORS
    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 34,720 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $869,389.

    13F-HR 0001172661-25-001804 filed by KELLEHER FINANCIAL ADVISORS
    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 34,720 shares
    Change vs previous 13F +26,040 shares

    0.37% of the 13F portfolio, value $967,646.

    13F-HR 0001172661-25-000245 filed by KELLEHER FINANCIAL ADVISORS
    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 8,680 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $904,282.

    13F-HR 0001172661-24-004524 filed by KELLEHER FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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