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Disclosery

Livet Wealth, LLC: SCHG position timeline

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

Livet Wealth, LLC held 101,590 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 101,590 shares
    Change vs previous 13F -1,821 shares

    1.98% of the 13F portfolio, value $3,437,799.

    13F-HR 0002111409-26-000003 filed by Livet Wealth, 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 103,411 shares
    Change vs previous 13F -4,580 shares

    1.92% of the 13F portfolio, value $3,012,356.

    13F-HR 0002111409-26-000002 filed by Livet Wealth, 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 107,991 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $3,522,657.

    13F-HR 0002111409-26-000001 filed by Livet Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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