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RE Dickinson Investment Advisors, LLC: SCHG position timeline

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

RE Dickinson Investment Advisors, LLC held 1,330,888 SCHG shares at 2024-12-31 per its 13F-HR/A filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F/A 1,330,888 shares
    Change vs previous 13F +991,921 shares

    20.92% of the 13F portfolio, value $370,918.

    13F-HR/A 0001801241-25-000002 filed by RE Dickinson Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 338,967 shares
    Change vs previous 13F +6,380 shares

    19.9% of the 13F portfolio, value $35,313,574.

    13F-HR 0001801241-24-000007 filed by RE Dickinson Investment 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 ended2024-06-30
    13F 332,587 shares
    Change vs previous 13F +55,514 shares

    20.39% of the 13F portfolio, value $33,545,871.

    13F-HR 0001801241-24-000005 filed by RE Dickinson Investment 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 ended2024-03-31
    13F 277,073 shares
    Change vs previous 13F +58,501 shares

    16.07% of the 13F portfolio, value $25,690,000.

    13F-HR 0001801241-24-000004 filed by RE Dickinson Investment 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 ended2023-12-31
    13F 218,572 shares
    Change vs previous 13F -1,001 shares

    12.06% of the 13F portfolio, value $18,134,000.

    13F-HR 0001801241-24-000002 filed by RE Dickinson Investment 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 ended2023-09-30
    13F 219,573 shares
    Change vs previous 13F +950 shares

    11.2% of the 13F portfolio, value $15,967,000.

    13F-HR 0001801241-23-000007 filed by RE Dickinson Investment 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 ended2023-06-30
    13F 218,623 shares
    Change vs previous 13F +1,196 shares

    6.02% of the 13F portfolio, value $16,386,000.

    13F-HR 0001801241-23-000005 filed by RE Dickinson Investment 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 ended2023-03-31
    13F/A 217,427 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $14,170,000.

    13F-HR/A 0001801241-23-000004 filed by RE Dickinson Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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