Skip to content
Disclosery

Marble Wealth, LLC: SCHG position timeline

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

Marble Wealth, LLC held 173,404 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 173,404 shares
    Change vs previous 13F +4 shares

    0.9% of the 13F portfolio, value $5,867,995.

    13F-HR 0001951757-26-001167 filed by Marble 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 173,400 shares
    Change vs previous 13F +5 shares

    0.88% of the 13F portfolio, value $5,051,140.

    13F-HR 0001951757-26-000869 filed by Marble 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 173,395 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $5,656,136.

    13F-HR 0001951757-26-000415 filed by Marble Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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