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Disclosery

Latitude Advisors, LLC: SCHG position timeline

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

Latitude Advisors, LLC held 9,020 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,020 shares
    Change vs previous 13F -259 shares

    0.12% of the 13F portfolio, value $305,233.

    13F-HR 0001754960-26-000648 filed by Latitude Advisors, 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 9,279 shares
    Change vs previous 13F +241 shares

    0.12% of the 13F portfolio, value $270,306.

    13F-HR 0001754960-26-000335 filed by Latitude Advisors, 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 9,038 shares
    Change vs previous 13F -814 shares

    0.13% of the 13F portfolio, value $294,818.

    13F-HR 0001754960-26-000121 filed by Latitude Advisors, 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 9,852 shares
    Change vs previous 13F +2,451 shares

    0.14% of the 13F portfolio, value $314,378.

    13F-HR 0001754960-25-000728 filed by Latitude Advisors, 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 7,401 shares
    Change vs previous 13F +7,401 shares

    0.11% of the 13F portfolio, value $216,188.

    13F-HR 0001754960-25-000491 filed by Latitude Advisors, 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 0 shares
    Change vs previous 13F -7,336 shares

    13F-HR 0001754960-25-000259 filed by Latitude Advisors, LLC
    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.

  7. period ended2024-12-31
    13F 7,336 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $204,454.

    13F-HR 0001754960-25-000082 filed by Latitude Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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