Prosperitas Financial LLC: SCHG position timeline

Prosperitas Financial LLC held 443,562 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 443,562 shares

   Change vs previous 13F +3,260 shares

   4.81% of the 13F portfolio, value $15,010,150.

   13F-HR 0001172661-26-003849 filed by Prosperitas Financial LLC
   Filed 2026-08-19 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 440,302 shares

   Change vs previous 13F +7,219 shares

   4.78% of the 13F portfolio, value $12,825,991.

   13F-HR 0001172661-26-002348 filed by Prosperitas Financial LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 433,083 shares

   Change vs previous 13F -3,715 shares

   5.51% of the 13F portfolio, value $14,127,167.

   13F-HR 0001172661-26-000469 filed by Prosperitas Financial LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 436,798 shares

   Change vs previous 13F +780 shares

   5.78% of the 13F portfolio, value $13,938,247.

   13F-HR 0001172661-25-004436 filed by Prosperitas Financial LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 436,018 shares

   Change vs previous 13F +112,357 shares

   5.98% of the 13F portfolio, value $12,736,076.

   13F-HR 0001172661-25-003062 filed by Prosperitas Financial LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 323,661 shares

   Change vs previous 13F -47,073 shares

   4.19% of the 13F portfolio, value $8,104,458.

   13F-HR 0001172661-25-001821 filed by Prosperitas Financial LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 370,734 shares

   Change vs previous 13F +277,982 shares

   5.23% of the 13F portfolio, value $10,332,374.

   13F-HR 0001172661-25-000506 filed by Prosperitas Financial LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 92,752 shares

   Change vs previous 13F not available

   5.2% of the 13F portfolio, value $9,662,911.

   13F-HR 0001172661-24-004393 filed by Prosperitas Financial LLC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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