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Nalls Sherbakoff Group, LLC: SCHG position timeline

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

Nalls Sherbakoff Group, LLC held 74,185 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,185 shares
    Change vs previous 13F +55 shares

    1.78% of the 13F portfolio, value $2,510,431.

    13F-HR 0001437749-26-028140 filed by Nalls Sherbakoff 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 74,130 shares
    Change vs previous 13F +71 shares

    1.59% of the 13F portfolio, value $2,159,397.

    13F-HR 0001437749-26-028139 filed by Nalls Sherbakoff 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 74,059 shares
    Change vs previous 13F -32,623 shares

    1.74% of the 13F portfolio, value $2,415,802.

    13F-HR 0001437749-26-007920 filed by Nalls Sherbakoff 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 106,682 shares
    Change vs previous 13F -1,642 shares

    2.3% of the 13F portfolio, value $3,404,233.

    13F-HR 0001437749-26-007926 filed by Nalls Sherbakoff 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 108,324 shares
    Change vs previous 13F +226 shares

    2.3% of the 13F portfolio, value $3,164,151.

    13F-HR 0001437749-26-007925 filed by Nalls Sherbakoff 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 108,098 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $2,706,780.

    13F-HR 0001437749-26-007924 filed by Nalls Sherbakoff Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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