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Nabity-Jensen Investment Management Inc: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nabity-Jensen Investment Management Inc on SCHG, newest first. How the timeline and the estimate are built.

Nabity-Jensen Investment Management Inc held 161,339 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,339 shares
    Change vs previous 13F -32 shares

    3.35% of the 13F portfolio, value $5,459,712.

    13F-HR 0002044851-26-000003 filed by Nabity-Jensen Investment Management Inc
    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 161,371 shares
    Change vs previous 13F +1,290 shares

    3.26% of the 13F portfolio, value $4,700,737.

    13F-HR 0002044851-26-000002 filed by Nabity-Jensen Investment Management Inc
    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 160,081 shares
    Change vs previous 13F -925 shares

    3.54% of the 13F portfolio, value $5,221,842.

    13F-HR 0002044851-26-000001 filed by Nabity-Jensen Investment Management Inc
    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 161,006 shares
    Change vs previous 13F -752 shares

    3.56% of the 13F portfolio, value $5,137,701.

    13F-HR 0002044851-25-000009 filed by Nabity-Jensen Investment Management Inc
    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 161,758 shares
    Change vs previous 13F -436 shares

    3.49% of the 13F portfolio, value $4,724,951.

    13F-HR 0002044851-25-000006 filed by Nabity-Jensen Investment Management Inc
    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 162,194 shares
    Change vs previous 13F -195 shares

    3.23% of the 13F portfolio, value $4,061,338.

    13F-HR 0002044851-25-000005 filed by Nabity-Jensen Investment Management Inc
    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 162,389 shares
    Change vs previous 13F +121,665 shares

    3.42% of the 13F portfolio, value $4,525,781.

    13F-HR 0002044851-25-000001 filed by Nabity-Jensen Investment Management Inc
    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 40,724 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $4,242,626.

    13F-HR 0002044851-24-000001 filed by Nabity-Jensen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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