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Kohmann Bosshard Financial Services, LLC: SCHG position timeline

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

Kohmann Bosshard Financial Services, LLC held 94,045 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 94,045 shares
    Change vs previous 13F -1,793 shares

    0.27% of the 13F portfolio, value $3,182,499.

    13F-HR 0001696615-26-000004 filed by Kohmann Bosshard Financial Services, 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/A 95,838 shares
    Change vs previous 13F +1,761 shares

    0.27% of the 13F portfolio, value $2,791,775.

    13F-HR/A 0001696615-26-000003 filed by Kohmann Bosshard Financial Services, 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 94,077 shares
    Change vs previous 13F -689 shares

    0.27% of the 13F portfolio, value $3,068,789.

    13F-HR 0001696615-26-000001 filed by Kohmann Bosshard Financial Services, 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 94,766 shares
    Change vs previous 13F -75,123 shares

    0.31% of the 13F portfolio, value $3,023,958.

    13F-HR 0001696615-25-000007 filed by Kohmann Bosshard Financial Services, 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 169,889 shares
    Change vs previous 13F +3,000 shares

    0.55% of the 13F portfolio, value $4,962,472.

    13F-HR 0001696615-25-000003 filed by Kohmann Bosshard Financial Services, 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 166,889 shares
    Change vs previous 13F +5,000 shares

    0.49% of the 13F portfolio, value $4,178,913.

    13F-HR 0001696615-25-000002 filed by Kohmann Bosshard Financial Services, 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 161,889 shares
    Change vs previous 13F +121,413 shares

    0.54% of the 13F portfolio, value $4,511,860.

    13F-HR 0001696615-25-000001 filed by Kohmann Bosshard Financial Services, 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 40,476 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,216,840.

    13F-HR 0001754960-24-000510 filed by Kohmann Bosshard Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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