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Disclosery

Persium Advisors, LLC: SCHG position timeline

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

Persium Advisors, LLC held 745,686 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 745,686 shares
    Change vs previous 13F -45,426 shares

    14.03% of the 13F portfolio, value $26,792,481.

    13F-HR 0002033683-26-000007 filed by Persium Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 791,112 shares
    Change vs previous 13F -20,127 shares

    17.46% of the 13F portfolio, value $26,771,231.

    13F-HR/A 0002033683-26-000005 filed by Persium 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 ended2026-03-31
    13F 811,239 shares
    Change vs previous 13F +24,715 shares

    18.6% of the 13F portfolio, value $23,631,392.

    13F-HR 0002033683-26-000002 filed by Persium 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 ended2025-12-31
    13F 786,524 shares
    Change vs previous 13F -1,187 shares

    18.73% of the 13F portfolio, value $25,656,413.

    13F-HR 0002033683-26-000001 filed by Persium 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 ended2025-09-30
    13F 787,711 shares
    Change vs previous 13F +12,073 shares

    18.87% of the 13F portfolio, value $25,135,858.

    13F-HR 0002033683-25-000006 filed by Persium 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 ended2025-06-30
    13F 775,638 shares
    Change vs previous 13F +45,756 shares

    18.76% of the 13F portfolio, value $22,656,386.

    13F-HR 0002033683-25-000004 filed by Persium 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 ended2025-03-31
    13F 729,882 shares
    Change vs previous 13F +21,460 shares

    17.33% of the 13F portfolio, value $18,276,245.

    13F-HR 0002033683-25-000003 filed by Persium 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 ended2024-12-31
    13F 708,422 shares
    Change vs previous 13F not available

    19.46% of the 13F portfolio, value $19,743,721.

    13F-HR 0002033683-25-000001 filed by Persium Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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