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Disclosery

Long Island Wealth Management, Inc.: SCHG position timeline

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

Long Island Wealth Management, Inc. held 170,594 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 170,594 shares
    Change vs previous 13F -51 shares

    2.38% of the 13F portfolio, value $5,772,897.

    13F-HR 0001951757-26-001165 filed by Long Island Wealth Management, Inc.
    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 170,645 shares
    Change vs previous 13F -8,450 shares

    2.31% of the 13F portfolio, value $4,970,901.

    13F-HR 0001951757-26-000670 filed by Long Island Wealth Management, Inc.
    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 179,095 shares
    Change vs previous 13F -979 shares

    2.76% of the 13F portfolio, value $5,842,084.

    13F-HR 0001951757-26-000240 filed by Long Island Wealth Management, Inc.
    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 180,074 shares
    Change vs previous 13F -630 shares

    2.8% of the 13F portfolio, value $5,746,157.

    13F-HR 0001951757-25-001296 filed by Long Island Wealth Management, Inc.
    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 180,704 shares
    Change vs previous 13F -7,421 shares

    2.74% of the 13F portfolio, value $5,278,369.

    13F-HR 0002056519-25-000005 filed by Long Island Wealth Management, Inc.
    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 188,125 shares
    Change vs previous 13F +1,124 shares

    2.87% of the 13F portfolio, value $4,710,638.

    13F-HR 0002056519-25-000002 filed by Long Island Wealth Management, Inc.
    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 187,001 shares
    Change vs previous 13F +124,132 shares

    3.26% of the 13F portfolio, value $5,211,695.

    13F-HR 0002011177-25-000001 filed by Long Island Wealth Management, Inc.
    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 62,869 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $6,549,691.

    13F-HR 0002011177-24-000005 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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