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Disclosery

Mainsail Financial Group, LLC: SCHG position timeline

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

Mainsail Financial Group, LLC held 445,973 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 445,973 shares
    Change vs previous 13F +68,507 shares

    5.13% of the 13F portfolio, value $15,091,728.

    13F-HR 0001961290-26-000003 filed by Mainsail Financial Group, 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 377,466 shares
    Change vs previous 13F +25,098 shares

    4.58% of the 13F portfolio, value $10,995,590.

    13F-HR 0001961290-26-000002 filed by Mainsail Financial Group, 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 352,368 shares
    Change vs previous 13F +5,859 shares

    4.78% of the 13F portfolio, value $11,494,255.

    13F-HR 0001961290-26-000001 filed by Mainsail Financial Group, 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 346,509 shares
    Change vs previous 13F +6,613 shares

    4.75% of the 13F portfolio, value $11,057,106.

    13F-HR 0001961290-25-000005 filed by Mainsail Financial Group, 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 339,896 shares
    Change vs previous 13F -346 shares

    4.67% of the 13F portfolio, value $10,016,727.

    13F-HR 0001085146-25-003952 filed by Mainsail Financial Group, 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 340,242 shares
    Change vs previous 13F +14,609 shares

    4.83% of the 13F portfolio, value $8,519,653.

    13F-HR 0001085146-25-002107 filed by Mainsail Financial Group, 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 325,633 shares
    Change vs previous 13F +246,522 shares

    5.26% of the 13F portfolio, value $9,075,403.

    13F-HR 0001085146-25-000534 filed by Mainsail Financial Group, 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 79,111 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $8,329,649.

    13F-HR 0001085146-24-005059 filed by Mainsail Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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