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Red Door Wealth Management, LLC: SCHG position timeline

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

Red Door Wealth Management, LLC held 14,618 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,618 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $494,676.

    13F-HR 0001172661-26-002598 filed by Red Door Wealth Management, 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 14,616 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $425,756.

    13F-HR 0001172661-26-001522 filed by Red Door Wealth Management, 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 14,609 shares
    Change vs previous 13F -1,481 shares

    0.05% of the 13F portfolio, value $476,561.

    13F-HR 0001172661-26-000224 filed by Red Door Wealth Management, 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 16,090 shares
    Change vs previous 13F +4,504 shares

    0.05% of the 13F portfolio, value $513,442.

    13F-HR 0001172661-25-004250 filed by Red Door Wealth Management, 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 11,586 shares
    Change vs previous 13F -195 shares

    0.04% of the 13F portfolio, value $338,422.

    13F-HR 0001172661-25-002661 filed by Red Door Wealth Management, 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 11,781 shares
    Change vs previous 13F +2,573 shares

    0.04% of the 13F portfolio, value $294,987.

    13F-HR 0001172661-25-001542 filed by Red Door Wealth Management, 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 9,208 shares
    Change vs previous 13F +6,932 shares

    0.04% of the 13F portfolio, value $256,635.

    13F-HR 0001172661-25-000262 filed by Red Door Wealth Management, 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 2,276 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $237,140.

    13F-HR 0001172661-24-004270 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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