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Disclosery

MilWealth Group LLC: SCHR position timeline

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

MilWealth Group LLC held 77,302 SCHR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,302 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,906,267.

    13F-HR 0001972750-26-000005 filed by MilWealth 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 77,302 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,925,592.

    13F-HR 0001972750-26-000004 filed by MilWealth 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 77,302 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,938,734.

    13F-HR 0001972750-26-000001 filed by MilWealth 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 77,302 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,942,599.

    13F-HR 0001972750-25-000008 filed by MilWealth 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 77,302 shares
    Change vs previous 13F -2,271 shares

    0.5% of the 13F portfolio, value $1,934,869.

    13F-HR 0001972750-25-000006 filed by MilWealth 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 79,573 shares
    Change vs previous 13F -3,311 shares

    0.54% of the 13F portfolio, value $1,978,184.

    13F-HR 0001972750-25-000004 filed by MilWealth 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 82,884 shares
    Change vs previous 13F +43,097 shares

    0.55% of the 13F portfolio, value $2,013,252.

    13F-HR 0001972750-25-000002 filed by MilWealth 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 39,787 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,013,221.

    13F-HR 0001972750-24-000004 filed by MilWealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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