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Portus Wealth Advisors, LLC: SCHG position timeline

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

Portus Wealth Advisors, LLC held 372,471 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 372,471 shares
    Change vs previous 13F +59 shares

    11.01% of the 13F portfolio, value $13,382,893.

    13F-HR 0002097516-26-000007 filed by Portus Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 372,412 shares
    Change vs previous 13F +7,198 shares

    10.37% of the 13F portfolio, value $12,602,420.

    13F-HR 0002097516-26-000006 filed by Portus Wealth 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 365,214 shares
    Change vs previous 13F -31,861 shares

    10.02% of the 13F portfolio, value $10,638,681.

    13F-HR 0002097516-26-000005 filed by Portus Wealth 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 397,075 shares
    Change vs previous 13F +3,929 shares

    12.22% of the 13F portfolio, value $12,952,599.

    13F-HR 0002097516-26-000001 filed by Portus Wealth 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 393,146 shares
    Change vs previous 13F not available

    12.51% of the 13F portfolio, value $12,545,290.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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