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Disclosery

Maridea Wealth Management LLC: SCHG position timeline

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

Maridea Wealth Management LLC held 322,472 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 322,472 shares
    Change vs previous 13F -24,848 shares

    1.19% of the 13F portfolio, value $10,912,452.

    13F-HR 0001951757-26-001115 filed by Maridea Wealth Management 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 347,320 shares
    Change vs previous 13F +9,993 shares

    1.48% of the 13F portfolio, value $10,117,421.

    13F-HR 0001951757-26-000680 filed by Maridea Wealth Management 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 337,327 shares
    Change vs previous 13F +19,176 shares

    1.66% of the 13F portfolio, value $11,003,598.

    13F-HR 0001951757-26-000036 filed by Maridea Wealth Management 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 318,151 shares
    Change vs previous 13F +33,887 shares

    1.6% of the 13F portfolio, value $10,285,807.

    13F-HR 0001951757-25-001342 filed by Maridea Wealth Management 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 284,264 shares
    Change vs previous 13F +274,623 shares

    2.16% of the 13F portfolio, value $8,303,347.

    13F-HR 0001951757-25-000866 filed by Maridea Wealth Management 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 9,641 shares
    Change vs previous 13F -967 shares

    0.08% of the 13F portfolio, value $241,414.

    13F-HR 0001951757-25-000523 filed by Maridea Wealth Management 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 10,608 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $295,658.

    13F-HR 0001951757-25-000242 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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