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MLG Wealth Management DBA Pine Grove Financial Group: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MLG Wealth Management DBA Pine Grove Financial Group on SCHD, newest first. How the timeline and the estimate are built.

MLG Wealth Management DBA Pine Grove Financial Group held 18,551 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,551 shares
    Change vs previous 13F +6,852 shares

    0.06% of the 13F portfolio, value $603,453.

    13F-HR 0001754960-26-000847 filed by MLG Wealth Management DBA Pine Grove Financial Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,699 shares
    Change vs previous 13F +2,192 shares

    0.04% of the 13F portfolio, value $370,982.

    13F-HR 0001754960-26-000790 filed by MLG Wealth Management DBA Pine Grove Financial Group
    Accepted , ingested

  3. period ended2026-03-31
    13F 9,507 shares
    Change vs previous 13F +298 shares

    0.03% of the 13F portfolio, value $291,670.

    13F-HR 0001754960-26-000789 filed by MLG Wealth Management DBA Pine Grove Financial Group
    Accepted , ingested

  4. period ended2025-12-31
    13F 9,209 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $252,614.

    13F-HR 0001754960-26-000782 filed by MLG Wealth Management DBA Pine Grove Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).