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MSH Capital Advisors LLC: SCHG position timeline

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

MSH Capital Advisors LLC held 341,337 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 341,337 shares
    Change vs previous 13F +23,623 shares

    2.01% of the 13F portfolio, value $11,550,839.

    13F-HR 0001420506-26-001502 filed by MSH Capital Advisors 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 317,714 shares
    Change vs previous 13F +2,039 shares

    1.96% of the 13F portfolio, value $9,255,004.

    13F-HR 0001420506-26-000884 filed by MSH Capital Advisors 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 315,675 shares
    Change vs previous 13F +8,595 shares

    2.2% of the 13F portfolio, value $10,297,319.

    13F-HR 0001420506-26-000212 filed by MSH Capital Advisors 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 307,080 shares
    Change vs previous 13F +15,357 shares

    2.63% of the 13F portfolio, value $9,798,921.

    13F-HR 0001420506-25-003041 filed by MSH Capital Advisors 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 291,723 shares
    Change vs previous 13F +26,452 shares

    2.46% of the 13F portfolio, value $8,521,241.

    13F-HR 0001420506-25-001568 filed by MSH Capital Advisors 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 265,271 shares
    Change vs previous 13F +34,903 shares

    2.05% of the 13F portfolio, value $6,642,389.

    13F-HR 0001420506-25-000992 filed by MSH Capital Advisors 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 230,368 shares
    Change vs previous 13F +176,219 shares

    2.02% of the 13F portfolio, value $6,420,364.

    13F-HR 0001420506-25-000392 filed by MSH Capital Advisors 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 54,149 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $5,641,276.

    13F-HR 0001420506-25-000421 filed by MSH Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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