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Kolinsky Wealth Management, LLC: SCHG position timeline

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

Kolinsky Wealth Management, LLC held 97,122 SCHG shares at 2024-12-31 per its 13F-HR filed 2025-02-18.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 97,122 shares
    Change vs previous 13F +74,668 shares

    1.65% of the 13F portfolio, value $2,706,792.

    13F-HR 0001904326-25-000001 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 22,454 shares
    Change vs previous 13F +1,516 shares

    1.52% of the 13F portfolio, value $2,339,221.

    13F-HR 0001904326-24-000005 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 20,938 shares
    Change vs previous 13F +1,949 shares

    1.51% of the 13F portfolio, value $2,111,363.

    13F-HR 0001904326-24-000003 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 18,989 shares
    Change vs previous 13F +2,087 shares

    1.35% of the 13F portfolio, value $1,760,637.

    13F-HR 0001904326-24-000002 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 16,902 shares
    Change vs previous 13F +452 shares

    1.23% of the 13F portfolio, value $1,402,230.

    13F-HR 0001904326-24-000001 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 16,450 shares
    Change vs previous 13F +432 shares

    1.19% of the 13F portfolio, value $1,196,266.

    13F-HR 0001904326-23-000003 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 16,018 shares
    Change vs previous 13F +534 shares

    1.12% of the 13F portfolio, value $1,182,955.

    13F-HR 0001904326-23-000002 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 15,484 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,009,000.

    13F-HR 0001904326-23-000001 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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