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Disclosery

Seven Springs Wealth Group, LLC: SCHC position timeline

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

Seven Springs Wealth Group, LLC held 79,814 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,814 shares
    Change vs previous 13F -492 shares

    0.84% of the 13F portfolio, value $3,840,649.

    13F-HR 0001172661-26-003050 filed by Seven Springs Wealth 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 80,306 shares
    Change vs previous 13F -9,615 shares

    0.87% of the 13F portfolio, value $3,753,502.

    13F-HR 0001172661-26-001912 filed by Seven Springs Wealth 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 89,921 shares
    Change vs previous 13F -84 shares

    1.17% of the 13F portfolio, value $4,094,102.

    13F-HR 0001172661-26-000566 filed by Seven Springs Wealth 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 90,005 shares
    Change vs previous 13F -695 shares

    0.99% of the 13F portfolio, value $4,096,127.

    13F-HR 0001172661-25-004701 filed by Seven Springs Wealth 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 90,700 shares
    Change vs previous 13F -70 shares

    0.96% of the 13F portfolio, value $3,862,912.

    13F-HR 0001172661-25-003231 filed by Seven Springs Wealth 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 90,770 shares
    Change vs previous 13F -20,858 shares

    1.16% of the 13F portfolio, value $3,256,827.

    13F-HR 0001172661-25-001989 filed by Seven Springs Wealth 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 111,628 shares
    Change vs previous 13F +207 shares

    1.43% of the 13F portfolio, value $3,832,189.

    13F-HR 0001172661-25-001029 filed by Seven Springs Wealth 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 111,421 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $4,293,050.

    13F-HR 0001172661-24-004835 filed by Seven Springs Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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