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Disclosery

Peak Wealth Management LLC: SCHG position timeline

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

Peak Wealth Management LLC held 440,546 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 440,546 shares
    Change vs previous 13F +57,591 shares

    10.46% of the 13F portfolio, value $14,908,072.

    13F-HR 0001951757-26-001009 filed by Peak Wealth Management 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 382,955 shares
    Change vs previous 13F -22,358 shares

    9.15% of the 13F portfolio, value $11,155,486.

    13F-HR 0001951757-26-000592 filed by Peak Wealth Management 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 405,313 shares
    Change vs previous 13F not available

    11.05% of the 13F portfolio, value $13,221,313.

    13F-HR 0001951757-26-000346 filed by Peak Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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