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Disclosery

Lloyd Advisory Services, LLC.: SCHG position timeline

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

Lloyd Advisory Services, LLC. held 796 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 796 shares
    Change vs previous 13F -1,083 shares

    0.01% of the 13F portfolio, value $26,946.

    13F-HR 0001802474-26-000003 filed by Lloyd Advisory 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 1,879 shares
    Change vs previous 13F -14 shares

    0.02% of the 13F portfolio, value $54,730.

    13F-HR 0001802474-26-000002 filed by Lloyd Advisory 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 1,893 shares
    Change vs previous 13F -51,256 shares

    0.02% of the 13F portfolio, value $61,738.

    13F-HR 0001802474-26-000001 filed by Lloyd Advisory 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 53,149 shares
    Change vs previous 13F +53,149 shares

    0.8% of the 13F portfolio, value $1,695,992.

    13F-HR 0001802474-25-000006 filed by Lloyd Advisory 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -66,760 shares

    13F-HR 0001904664-25-000002 filed by Lloyd Advisory Services, 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.

  6. period ended2024-12-31
    13F 66,760 shares
    Change vs previous 13F +50,258 shares

    0.88% of the 13F portfolio, value $1,860,580.

    13F-HR 0001802474-25-000001 filed by Lloyd Advisory 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 ended2024-09-30
    13F 16,502 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,719,216.

    13F-HR 0001802474-24-000006 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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