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Disclosery

Serenity Investment Advisors: SCHG position timeline

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

Serenity Investment Advisors held 1,097,595 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,097,595 shares
    Change vs previous 13F +26,751 shares

    16.42% of the 13F portfolio, value $38,525,589.

    13F-HR 0002105389-26-000003 filed by Serenity Investment Advisors
    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 1,070,844 shares
    Change vs previous 13F +111,080 shares

    17.23% of the 13F portfolio, value $36,804,891.

    13F-HR 0002105389-26-000002 filed by Serenity Investment Advisors
    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 959,764 shares
    Change vs previous 13F not available

    18.32% of the 13F portfolio, value $31,374,679.

    13F-HR 0002105389-26-000001 filed by Serenity Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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