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Disclosery

Monterey Private Wealth, Inc.: SCHG position timeline

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

Monterey Private Wealth, Inc. held 13,252 SCHG shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 13,252 shares
    Change vs previous 13F +5,313 shares

    0.1% of the 13F portfolio, value $331,823.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 7,939 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $221,256.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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