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Nvest Wealth Strategies, Inc.: SCHG position timeline

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

Nvest Wealth Strategies, Inc. held 538,293 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 538,293 shares
    Change vs previous 13F -81,832 shares

    14.1% of the 13F portfolio, value $19,340,865.

    13F-HR 0002106942-26-000004 filed by Nvest Wealth Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 620,125 shares
    Change vs previous 13F +11,005 shares

    13.19% of the 13F portfolio, value $20,985,016.

    13F-HR 0002106942-26-000003 filed by Nvest Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 609,120 shares
    Change vs previous 13F +21,516 shares

    12.49% of the 13F portfolio, value $17,743,665.

    13F-HR 0002106942-26-000002 filed by Nvest Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 587,604 shares
    Change vs previous 13F not available

    14.17% of the 13F portfolio, value $19,167,640.

    13F-HR 0002106942-26-000001 filed by Nvest Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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