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Disclosery

Leeward Financial Partners, LLC: SCHG position timeline

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

Leeward Financial Partners, LLC held 411,525 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 411,525 shares
    Change vs previous 13F +8,764 shares

    3.65% of the 13F portfolio, value $13,925,998.

    13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, 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 402,761 shares
    Change vs previous 13F +587 shares

    3.49% of the 13F portfolio, value $11,732,435.

    13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, 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 402,174 shares
    Change vs previous 13F -5,050 shares

    3.69% of the 13F portfolio, value $13,118,918.

    13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, 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 407,224 shares
    Change vs previous 13F +10,060 shares

    3.7% of the 13F portfolio, value $12,994,512.

    13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, 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 397,164 shares
    Change vs previous 13F +3,486 shares

    3.68% of the 13F portfolio, value $11,601,146.

    13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, 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 393,678 shares
    Change vs previous 13F +14,097 shares

    3.68% of the 13F portfolio, value $9,857,701.

    13F-HR 0001941040-25-000275 filed by Leeward Financial Partners, 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 379,581 shares
    Change vs previous 13F +285,980 shares

    3.77% of the 13F portfolio, value $10,578,934.

    13F-HR 0001941040-25-000141 filed by Leeward Financial Partners, 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 93,601 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $9,751,374.

    13F-HR 0001941040-24-000452 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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