Skip to content
Disclosery

Prestige Wealth Management Group LLC: SCHG position timeline

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

Prestige Wealth Management Group LLC held 52,813 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,813 shares
    Change vs previous 13F -93 shares

    0.32% of the 13F portfolio, value $1,787,206.

    13F-HR 0001772715-26-000010 filed by Prestige Wealth Management 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 52,906 shares
    Change vs previous 13F -7,954 shares

    0.3% of the 13F portfolio, value $1,541,164.

    13F-HR 0001772715-26-000009 filed by Prestige Wealth Management 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 60,860 shares
    Change vs previous 13F -214 shares

    0.38% of the 13F portfolio, value $1,985,267.

    13F-HR 0001772715-26-000001 filed by Prestige Wealth Management 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/A 61,074 shares
    Change vs previous 13F -2,145 shares

    0.38% of the 13F portfolio, value $1,948,885.

    13F-HR/A 0001772715-26-000008 filed by Prestige Wealth Management 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/A 63,219 shares
    Change vs previous 13F -3,053 shares

    0.38% of the 13F portfolio, value $1,846,639.

    13F-HR/A 0001772715-26-000007 filed by Prestige Wealth Management 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/A 66,272 shares
    Change vs previous 13F -4,767 shares

    0.35% of the 13F portfolio, value $1,659,461.

    13F-HR/A 0001772715-26-000006 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 71,039 shares
    Change vs previous 13F +53,271 shares

    0.41% of the 13F portfolio, value $1,979,869.

    13F-HR/A 0001772715-26-000005 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 17,768 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,851,113.

    13F-HR/A 0001772715-26-000004 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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